Robert Mastrandrea
Robert Mastrandrea is a registered investment advisor at East Coast Wealth Management, INC., based in Florham Park, NJ, with 30 years of industry experience. Robert 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
Robert owns Robert Mastrandrea, CPA & Associates, LLC, providing consulting and tax services, dedicating about 10-20% of his time. He is also licensed to sell insurance products and is the president of East Coast Wealth Mgt., Inc., where he sells insurance, provides advisory services, and prepares tax returns, dedicating nearly full-time hours to this.
Employment History
Current Registrations
East Coast Wealth Management, INC.
Previous Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Bear, Stearns & CO. INC.Broker
Ing Financial Markets LLCBroker
Ing Barings LLCBroker
Ing Baring (U.S.) Securities, INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.