Thomas Birrittella
Thomas Birrittella is a CFP-designated registered investment advisor at Wiss Private Client Advisors, LLC, based in Florham Park, NJ, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 4 more. Their firm serves 186 clients with $1.2B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $4.0M | 1.10% |
| $4.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.65% |
Fees are negotiable based on criteria such as anticipated future earnings, additional assets, relationship size, and account composition.
Fee Estimator
Location
100 Campus Drive, W Suite 400, Florham Park, NJ, 07932
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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
Wiss Private Client Advisors, LLC
Previous Registrations
Hillcrest Wealth Advisors - Ny, LLC
Eisneramper Wealth Advisors LLC
Shepherd Kaplan LLC
Pricewaterhousecoopers Investment Advisers LLC
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.
Exams
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