Alan Grobert
Alan Grobert is a registered investment advisor at Seelaus Asset Management, LLC, based in Chatham, NJ, with 38 years of industry experience. Alan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 273 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Basic advisory fee for retail accounts can range up to 1.50% of assets under management, paid quarterly in advance. Fees are negotiable.
Fee Estimator
Location
26 Main Street, Suite 304, Chatham, NJ, 07928
Get directionsHistory
Regulatory History (1)
Regulatory
June 1989Employment History
Current Registrations
Seelaus Asset Management, LLC
R. Seelaus & CO., LLCBroker
Previous Registrations
The Seaboard Planning CorporationBroker
Carnegie Investor Services INC.Broker
Securities USA, INC.Broker
Monmouth Investments, INC.Broker
Investors Center, INC.Broker
State Registrations5 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.
Exams
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