Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

• Stern Capital Management, Inc.

  Stern Capital Management, Inc. is an SEC-registered investment advisor established in 1996, specializing in providing fiduciary investment advisory services. The firm offers model asset allocation portfolios using mutual funds and ETFs, with discretionary or non-discretionary account management based on client objectives. Clients have ownership of securities, and the firm does not participate in wrap fee programs. Investment strategies include long-term purchases, short-term purchases, margin transactions, and asset allocation. The firm charges management fees ranging from 0.95% to 2.00% annually, deducted quarterly. Financial planning services are also offered, with fees ranging from $50 to $200 per hour or $500 to $5,000 fixed fee. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients have the option to direct brokerage services, with Charles Schwab Institutional recommended. The firm's management has no disciplinary events, and clients have access to quarterly reports and account reviews. The firm's President, Stuart M. Stern, holds an RFC designation and oversees all client accounts. Vice President Alan B. Stern also holds an RFC designation and assists in managing client accounts under Stuart's supervision. Both executives have clean records and are committed to providing fiduciary services.

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  $192,289,006 under management

  4 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

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• Teplitz Financial Group LLC

  Teplitz Financial Group LLC is a registered investment adviser firm established in New Jersey in 2002 and transitioned to a federally covered adviser in 2022. The firm offers investment advisory services to various clients, including individuals, pension plans, trusts, and corporations. Clients can engage TFG for discretionary investment advisory services on a fee-only basis, with fees ranging from 1.0% to 0.31% based on the market value of assets managed. Financial planning and consulting services are also available on a separate fee basis, ranging from $1,500 to $3,000 fixed fee or $150 to $250 hourly rate. TFG may engage sub-advisors like SEI, Schwab, and AssetMark for client accounts. The firm's investment strategies are rooted in Modern Portfolio Theory, focusing on diversified portfolios through mutual funds, ETFs, and individual securities. TFG does not accept performance-based fees and clients have discretion over their investments. The firm does not vote client proxies and does not solicit fees in advance exceeding $500 per client. TFG recently received a small business loan through the CARES Act to support its operations without impacting client relationships.

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  $106,913,912 under management

  3 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Selection Of Other Advisers

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