Alyssa Mcmahon
Alyssa Mcmahon is a CFA, CFP-designated registered investment advisor at Bpp Wealth Solutions, LLC, based in Basking Ridge, NJ, with 19 years of industry experience. Alyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 95 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BPP Wealth Solutions manages investments for an annual fee based on the amount of your portfolio. The fee ranges from 0.75% to 1.55% per year, depending on the size of your portfolio and the services you receive. Fees are charged quarterly, in advance, based on the value of your portfolio at the end of the previous quarter. If you end the agreement, you'll receive a refund for any unearned fees you've already paid. Fees are negotiable.
Location
25 Mountainview Blvd.,, Suite 202A, Basking Ridge, NJ, 07920
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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 →Other Business ActivitiesSells Insurance
Alyssa is a Managing Director/Security Income Planner at BPP Wealth Solutions, dedicating full-time hours to financial planning. She also works as a Licensed Administrative Assistant/Registered Rep at Mutual Securities Inc, spending a few hours per week assisting with insurance-related business, and is an independent licensed insurance agent selling life insurance since 2014.
Employment History
Current Registrations
Bpp Wealth Solutions, LLC
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
The Pillar Strategies
Triad Advisors LLCBroker
Prestige Wealth Management Group, LLC
Aepg Wealth Strategies
State Registrations2 states
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