Alan Grobert
Alan Grobert is a registered investment advisor at Seelaus Asset Management, LLC, based in Chatham, NJ, with 37 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seelaus Asset Management's (SAM) advisory fee for retail accounts can be up to 1.5% of the value of your portfolio annually. This fee is typically paid quarterly in advance. For institutional accounts, the fee can range up to 1.0% annually, paid quarterly in arrears. Fees are negotiable. SAM also offers an automated investment program called GAISER with a $10,000 minimum.
Location
26 Main Street, Suite 304, Chatham, NJ, 07928
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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.