Top financial advisors in Somerset, NJ
We’ve curated a list of the best financial advisors in Somerset, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$131,172,324
Number of advisors
2 advisors
| $131,172,324 | 2 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 Somerset, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Somerset. 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.
Aem Asset Management, LLC
AEM Asset Management, LLC is a registered investment adviser based in Somerset, New Jersey, providing investment advisory services since September 1, 2020. The firm offers discretionary portfolio management services, allowing clients to grant discretionary authority for account management. Non-discretionary portfolio management services are also available, requiring client approval before transactions. Financial planning services are offered, tailored to individual financial circumstances and objectives. The firm's annual fee for portfolio management services is negotiable, not exceeding 1.75% of assets under management, billed quarterly. Financial planning fees range from $250.00 to $1,000.00, with hourly rates between $100 and $300. AEM Asset Management does not participate in wrap fee programs and advises on various investment types, including equities, mutual funds, and options contracts. The firm primarily uses charting, technical, fundamental, and cyclical analysis, among other strategies, to guide investment decisions. AEM Asset Management does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, charitable organizations, and corporations, without requiring a minimum account size. Clients are responsible for voting securities and are encouraged to consult a tax professional for tax considerations. AEM Asset Management does not have any disciplinary information or financial impairments that would affect client commitments.
$131,172,324 under management
2 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 Businesses
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 Somerset, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Somerset. 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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