Edgar Lara is a registered investment advisor at Sacks & Associates, LLC, based in Warren, NJ, with 26 years of industry experience. Edgar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 140 clients with $200M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
152 Liberty Corner Road, Suite 204, Warren, NJ, 07059
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 →Other Business ActivitiesSells Insurance
Edgar is an insurance agent of life and long-term care insurance through Zenith Marketing Group, an insurance and annuity brokerage firm, since 2007. This takes a few hours per week.
Employment History
Current Registrations
Sacks & Associates, LLC
Previous Registrations
Mutual Securities, INC.Broker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Advisers, LLC
Ing Financial Advisers, 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.