Gregory Hart is a CFP-designated registered investment advisor at Haddon Wealth Management, LLC, based in Haddonfield, NJ, with 11 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 73 clients with $90M 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 $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Fees are negotiable at the discretion of the adviser. Aggregate assets under management with the firm are taken into consideration.
Fee Estimator
Location
2 Kings Highway West, Suite 201, Haddonfield, NJ, 08033
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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
Haddon Wealth Management, LLC
State Registrations3 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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