Emily Jaffe is a CFP-designated registered investment advisor at Ofc Wealth Management, based in Short Hills, NJ, with 8 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Gen X, High Net Worth, and 5 more. Their firm serves 99 clients with $180M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
OFC Wealth Management may charge a lesser fee or flat fee based on various criteria such as anticipated future earnings, additional assets, account composition, and negotiations.
Fee Estimator
Contact
Emily Jaffe
Location
1200 Morris Tpke, Suite 3005, Short Hills, NJ, 07078
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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
Ofc Wealth Management
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.
Exams
Additional Information
As a wealth advisor, Emily is dedicated to providing clients with the highest level of personalized service to address all of their financial needs. Whether it be planning your retirement or saving for a child’s education, Emily’s extensive background allows her to assist families in the growing, protecting and transferring of their wealth.
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