Constance Herrstrom is a CFP-designated registered investment advisor at Sax Wealth Advisors, LLC, based in Roosevelt, NJ, with 16 years of industry experience. Constance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 1,655 clients with $3.6B 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Family accounts and related businesses can be aggregated for fee calculations. Minimum annual fee of $15,000 applies. Fees and minimums are negotiable under certain circumstances.
Fee Estimator
Contact
Constance Herrstrom
Location
Roosevelt, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sax Wealth Advisors, LLC
Previous Registrations
Premier Financial Planning, INC.
Premier Financial Planning, INC.
State Registrations1 state
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