Robert Epstein is a registered investment advisor at Access Wealth, based in East Hanover, NJ, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 396 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Access Wealth's annual investment advisory fee varies up to 1.50% of the total assets they manage. The fee is based on factors like the amount of assets, complexity, and scope of services. The fee is negotiable.
Location
120 Eagle Rock Avenue, Suite 230, East Hanover, NJ, 07936
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 1998Employment History
Current Registrations
Access Wealth
State Registrations1 state
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