Linda Kalata is a registered investment advisor at Bpp Wealth Solutions, LLC, based in Basking Ridge, NJ, with 34 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 95 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BPP Wealth Solutions manages investments for an annual fee based on the amount of your portfolio. The fee ranges from 0.75% to 1.55% per year, depending on the size of your portfolio and the services you receive. Fees are charged quarterly, in advance, based on the value of your portfolio at the end of the previous quarter. If you end the agreement, you'll receive a refund for any unearned fees you've already paid. Fees are negotiable.
Location
25 Mountainview Blvd.,, Suite 202A, Basking Ridge, NJ, 07920
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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 →Employment History
Current Registrations
Bpp Wealth Solutions, LLC
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
Premier Path Wealth Partners, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
RBC Capital Markets, LLCBroker
Thomas Weisel Partners LLCBroker
Db Alex. Brown LLCBroker
Bear, Stearns & CO. INC.Broker
Lehman Brothers INC.Broker
Cs First Boston CorporationBroker
Cs First Boston CorporationBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations1 state
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.