Boaz Witelson
Boaz Witelson is a registered investment advisor at Sensus Investment Management, based in Englewood Cliffs, NJ, with 16 years of industry experience. Boaz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 7 clients with $57M 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 $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. The fee percentage for the negotiable tier defaults to the previous tier's rate.
Fee Estimator
Location
560 Sylvan Avenue, Englewood Cliffs, NJ, 07632
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 Activities
Boaz is a managing member and portfolio manager at Oxia LLC, a hedge fund, since 2004. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
Sensus Investment Management
Previous Registrations
Sensus Investment Management
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.