Duane Love
Duane Love is a registered investment advisor at Princeton Global Asset Management LLC, based in Princeton, NJ, with 6 years of industry experience. Duane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 365 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable based on account size, securities held, and client restrictions, up to a maximum of 1.50%. Accounts falling below a certain threshold are subject to a minimum annual fee of $5,000.
Fee Estimator
Location
17 Hulfish Street, Suite 240, Princeton, NJ, 08542
Get directionsHistory
Regulatory History (1)
Criminal
June 1993Employment History
Current Registrations
Princeton Global Asset Management LLC
State Registrations1 state
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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