Top financial advisors in Totowa, NJ
We’ve curated a list of the best financial advisors in Totowa, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$1,089,167,848
Number of advisors
12 advisors
| $1,089,167,848 | 12 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 Totowa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Totowa. 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.
Cfs Investment Advisory Services LLC
CFS Investment Advisory Services, LLC is a registered investment adviser based in Totowa, New Jersey, established on January 1, 1998. The firm, owned by Gregory M. Makowski and Harris S. Nydick, manages over $1.8 billion in assets, offering financial planning, consulting, and investment management services. Clients can engage CFS on a discretionary or non-discretionary basis, with a minimum portfolio value of $500,000. Fees are charged based on assets under management, ranging from 0.25% to 1.25% annually. CFS may recommend the services of other professionals, but clients retain full discretion over implementation decisions. The firm's investment strategies include long-term purchases, short-term purchases, and trading, with a focus on mutual funds, ETFs, and individual securities. CFS conducts ongoing due diligence on Independent Managers managing client assets. The firm does not provide services for performance-based fees and acts as a fiduciary under ERISA for retirement plan consulting. Clients receive regular account statements and reports, and CFS exercises investment discretion over client accounts. The firm does not vote client securities and does not have any material disciplinary events. CFS receives economic benefits from custodians and broker-dealers, with custody of client funds and securities maintained at qualified custodians.
$1,089,167,848 under management
12 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension 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 Totowa, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Totowa. 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.
Your first meeting is free.