Brigitte Brombergklein
Brigitte Brombergklein is a CFP-designated registered investment advisor at East Coast Wealth Management, INC., based in Florham Park, NJ, with 18 years of industry experience. Brigitte operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 201 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 1.10% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M - $3.0M | 0.90% |
| $3.0M - $3.5M | 0.85% |
| $3.5M+ | 0.82% |
Fees are negotiable and may vary based on certain criteria.
Fee Estimator
Location
220 Ridgedale Avenue, Suite A3, Florham Park, NJ, 07932
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brigitte is the owner and president of Winning Strategies Group, LLC, which markets life, disability, long-term care, group health insurance, and fixed annuity products. She also acts as a solicitor for East Coast Wealth Management, Inc., dedicating minimal time to this role.
Employment History
Current Registrations
East Coast Wealth Management, INC.
Previous Registrations
Bcg Securities, INC.
State Registrations2 states
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