Anneliese Mitnick
Anneliese Mitnick is a registered investment advisor at Seelaus Asset Management, LLC, based in Chatham, NJ, with 20 years of industry experience. Anneliese 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, Retirement Planning. Their firm serves 270 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Seelaus Asset Management's (SAM) advisory fee for retail accounts can be up to 1.5% of the value of your portfolio annually. This fee is typically paid quarterly in advance. For institutional accounts, the fee can range up to 1.0% annually, paid quarterly in arrears. Fees are negotiable. SAM also offers an automated investment program called GAISER with a $10,000 minimum.
Location
26 Main Street, Suite 304, Chatham, NJ, 07928
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anneliese is the CEO of Seelaus Financial, an affiliate of R. Seelaus & Co, LLC, since March 2022. She spends a few hours per week on the leveraged loan business during business hours.
Employment History
Current Registrations
Seelaus Asset Management, LLC
R. Seelaus & CO., LLCBroker
Previous Registrations
Hsbc Securities (USA) INC.Broker
State Registrations23 states
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