Timothy Boulanger
Timothy Boulanger is a ChFC-designated registered investment advisor at Strategic Family Wealth Counselors, L.L.C., based in Fairfield, NJ, with 38 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 315 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFWC provides investment management services for an annual fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.10% to 1.50%, depending on the size of your portfolio and the services provided. This fee is charged quarterly, in advance, based on the market value of your portfolio on the last day of the previous quarter. Certain financial planning services may be included as part of SFWC's wealth management offering.
Location
100 Passaic Avenue, Fairfield, NJ, 07004
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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 →Other Business ActivitiesSells Insurance
Timothy is an investment advisory representative at Strategic Family Wealth Counselors, LLC. He also works as a life insurance sales agent, dedicating minimal time to selling life insurance products to existing clients.
Employment History
Current Registrations
Strategic Family Wealth Counselors, L.L.C.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
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.