Adam Goldberg is a registered investment advisor at Dumont & Blake Investment Advisors LLC, based in Princeton, NJ, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 450 clients with $540M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule shown is for Equity and Balanced Accounts. Fixed Income Accounts have a different schedule: First $500K: 0.60%, Next $500K: 0.50%, Next $2M: 0.45%, Next $2M: 0.40%, Over $5M: 0.30%. Fees are negotiable.
Fee Estimator
Location
731 Alexander Road, Suite 301, Princeton, NJ, 08540
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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
Dumont & Blake Investment Advisors LLC
State Registrations1 state
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