Top financial advisors in Moorestown, NJ
We’ve curated a list of the best financial advisors in Moorestown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$191,989,289
Number of advisors
4 advisors
| $191,989,289 | 4 advisors | |
| 2 |
Assets under management
$63,139,204
Number of advisors
6 advisors
| $63,139,204 | 6 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 Moorestown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Moorestown. 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.
Bluefin Financial
Money Management Financial Services LLC, also known as Bluefin Financial, is a Limited Liability Company established in July 2017 by Theodore Michael Suleski and Joseph Anthony Zielinski. The firm offers portfolio management services tailored to individual client goals, asset allocation, and risk tolerance. Clients may grant discretionary authority for securities selection and transactions. Bluefin Financial specializes in pension consulting services for retirement plans, providing investment advisement and asset allocation based on participant demographics and goals. Financial planning services cover investment, tax, retirement, and debt planning. The firm's investment strategies include long-term trading, short-term trading, and options trading. Clients can impose restrictions on investments based on personal values. Bluefin Financial charges annual fees based on a tiered schedule, with negotiation possible on a client-by-client basis. The firm does not participate in wrap fee programs and has assets under management totaling $191,989,289 for discretionary amounts and $15,590,132 for non-discretionary amounts as of December 2022. Bluefin Financial acts as a fiduciary, aiming to make investment decisions in the best interest of clients and avoiding conflicts of interest. The firm does not accept performance-based fees and provides services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations without an account minimum requirement. Clients receive quarterly reports on their accounts, and the firm does not have a soft dollars program. Bluefin Financial requires clients to use Charles Schwab & Co., Inc. Advisor Services for transactions and custody services. The firm does not compensate non-advisory personnel for client referrals and does not have custody of client assets beyond deducting advisory fees with written authorization. Bluefin Financial offers discretionary and non-discretionary investment advisory services, with discretionary authority detailed in the advisory contract. The firm does not accept voting authority for client securities and has no financial conditions impairing its ability to meet client commitments. There have been no bankruptcy petitions involving Bluefin Financial in the past ten years.
$191,989,289 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesMain Street Financial Life Advisors, LLC
Main Street Financial Life Advisors, LLC is a financial advisory firm based in Moorestown, New Jersey. It currently has approximately $63,139,204 of assets under management and employs about 6 people. Main Street Financial Life Advisors, LLC uses a fee structure of a percentage of assets under your management and hourly charges.
$63,139,204 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Portfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersAdvice On Matters Not Involving Securities.
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 Moorestown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Moorestown. 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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