Stanley Ehrlich is a registered investment advisor at S.F. Ehrlich Associates, INC., based in Cranford, NJ, with 23 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 117 clients with $190M 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% |
| $1M+ | 0.75% |
SFE generally requires an annual minimum fee of $5,000 and a minimum asset level of $500,000 for investment advisory services. Clients who maintain assets with SFE below the minimum account size may pay a higher percentage rate than reflected above. Fees are negotiable at SFE’s discretion.
Fee Estimator
Location
15 Alden Street, Suite 12, Cranford, NJ, 07016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
S.F. Ehrlich Associates, INC.
Previous Registrations
S.F. Ehrlich Associates, INC.
State Registrations2 states
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