Holly Begley is a registered investment advisor at R. F. Lafferty & CO., INC., based in South River, NJ, with 25 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 125 clients with $130M 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 $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.25% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
South River, NJ
Get directionsHistory
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
R. F. Lafferty & CO., INC.
R. F. Lafferty & CO., INC.
R. F. Lafferty & CO., INC.Broker
Previous Registrations
Aurora Capital LLCBroker
State Registrations2 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.