HP
HP

Hubert Parzecki

2 Years of Experience
Upper Saddle River, NJ

Hubert Parzecki is a registered investment advisor at Wavelet Advisors, based in Upper Saddle River, NJ, with 2 years of industry experience. Hubert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11 clients with $7.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
11 clients
Average Client Portfolio
$659K average
Assets Under Management
$7.2M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $600K1.30%
$600K - $1.0M1.20%
$1.0M - $2.0M1.10%
$2.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5M+0.80%

Wavelet may opt for a minimum monthly fee for some accounts. These fees are negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Upper Saddle River, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Wavelet Advisors
November 2023 - Present · 2 yrs 6 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.