Top financial advisors in Millburn, NJ
We’ve curated a list of the best financial advisors in Millburn, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$736,826,901
Number of advisors
4 advisors
| $736,826,901 | 4 advisors | |
| 2 |
Assets under management
$182,699,564
Number of advisors
5 advisors
| $182,699,564 | 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 Millburn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Millburn. 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.
Volaris Capital Management LLC
Volaris Capital Management LLC is a Limited Liability Company established in October 2016, with Vivek Kapoor as the principal owner. The firm offers portfolio management services tailored to individual client goals, objectives, and risk tolerance levels. Services include investment strategy, asset allocation, and regular portfolio monitoring. Clients have access to options market opportunities through strategies like Volatility Income, Call Write, and Tail Risk Hedging. The firm requests discretionary authority from clients to select securities and execute transactions in line with fiduciary duties. VCML primarily serves High-Net-Worth Individuals with a minimum account size of $1,000,000. Fees are based on assets under management, with annual management fees up to 1.00% and performance fees up to 15.00%. VCML does not participate in wrap fee programs and manages accounts with and without performance-based fees, ensuring fair treatment for all clients. The firm's investment strategies involve empirical analysis, stochastic modeling, and risk constraints to manage portfolio construction. VCML does not accept compensation for the sale of investment products and maintains a Code of Ethics covering various areas of conduct. Clients receive quarterly reports on their accounts, and VCML provides discretionary investment advisory services with investment discretion granted by clients. The firm does not accept voting authority for client securities and has a sound financial standing without bankruptcy petitions in the last ten years.
$736,826,901 under management
4 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesGoodhaven Capital Management
GoodHaven Capital Management, LLC, established in November 2010, offers investment supervisory services and advice for individual and institutional clients. The firm's investment philosophy centers on a focused value approach, concentrating on undervalued securities identified through fundamental research. Clients' portfolios primarily consist of common stocks but may also include other securities. GoodHaven tailors its advisory services to clients' investment objectives and guidelines, aiming for long-term growth with relatively low turnover. The firm manages assets for individual and institutional clients through separate account programs, with a minimum account size of $1 million for the GoodHaven Separate Account Program (GSAP) and $25 million for the Institutional Separate Account Program (ISAP). Fees are based on assets under management, with rates ranging from 1.1% to 1.25% of AUM for non-mutual fund clients. GoodHaven may enter into performance-based fee arrangements with qualified clients, structured to comply with regulatory requirements. The firm exercises investment discretion in selecting and trading securities, with a preference for clients to retain exclusive proxy voting authority. GoodHaven does not vote proxies for most client accounts, except in specific circumstances. The firm's Code of Ethics ensures fair treatment of all clients and aligns employee interests with client outcomes. GoodHaven does not have custody of client assets, which are held with qualified custodians. The firm does not have any financial conditions that would impair its ability to meet client commitments.
$182,699,564 under management
5 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 Millburn, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Millburn. 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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