Top financial advisors in Manasquan, NJ
We’ve curated a list of the best financial advisors in Manasquan, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$103,379,570
Number of advisors
2 advisors
| $103,379,570 | 2 advisors | |
| 2 |
Assets under management
$35,442,651
Number of advisors
5 advisors
| $35,442,651 | 5 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Manasquan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Manasquan. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Personal Financial Solutions, LLC
Personal Financial Solutions, LLC (PFS) is an SEC registered investment advisor based in New Jersey, specializing in comprehensive financial planning services since 1996. The firm is owned by Kenneth P. LeBlanc, CFP®, and Ellen D. LeBlanc, MA. PFS offers investment management services with ongoing reviews, financial planning services covering various areas such as investment, retirement, estate planning, and more. Clients can receive one-time or periodic investment analysis separate from management services. PFS customizes services for individual investors, adjusting strategies based on client criteria. The firm manages $136,603,203 in assets on a discretionary basis. Fees are charged based on a percentage of assets under management, with negotiable rates depending on the client's portfolio value. Fixed-rate fees apply to financial planning and investment advisory services. Pro-rata fees are assessed based on the number of days a client is active within a quarter. PFS does not engage in performance-based fees. The firm acts as a fiduciary, putting clients' interests first and disclosing any conflicts of interest, such as recommending rollovers for IRA management. Clients have investment discretion, with PFS making necessary changes to maintain asset allocation. PFS recommends Schwab as a custodian and broker, providing access to various investment products and services. Clients receive quarterly account reviews and statements directly from the custodian. PFS does not provide investment advice on proxy voting.
$103,379,570 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesThe Private Client Advisory Group, LLC
The Private Client Advisory Group LLC, represented by Diane L. Metivier, is a financial advisor firm based in Manasquan, NJ. Diane Metivier, born in 1963, holds a Master's in Physical Therapy from Rutgers University/UMDNJ and a Bachelor of Science in Biology from Roanoke College. With a diverse business background, including roles at Ash Brokerage, LPL Financial LLC, and as a Sole Proprietor, Diane Metivier brings a wealth of experience to her current position as an Investment Advisor Representative at The Private Client Advisory Group LLC. Diane Metivier has a clean disciplinary record and is not involved in any criminal, civil, or administrative proceedings related to investment activities. She spends a portion of her time as an independent insurance agent with Ash Brokerage and as a registered representative of LPL Financial LLC. Clients should be aware of potential conflicts of interest due to commission-based compensation, but the firm is committed to acting in the best interests of clients as a fiduciary. Clients can expect Diane Metivier's work to be supervised by Mark Faccone, the Chief Compliance Officer of The PCAG, ensuring accountability and adherence to regulations. Diane Metivier receives commissions on insurance and broker/dealer products but does not receive performance-based fees. She has not been involved in any significant financial liabilities or bankruptcy petitions.
$35,442,651 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Manasquan, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Manasquan. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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