Jordan Szekely is a registered investment advisor at Cherrydale Wealth Management, LLC, based in Hoboken, NJ, with 11 years of industry experience. Jordan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 76 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In select instances, advisory fees are negotiable. The minimum annual fee for new clients is $10,000, and CWM may reduce this minimum at its sole discretion.
Fee Estimator
Location
221 River Street, 9th Floor, Hoboken, NJ, 07030
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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
Cherrydale Wealth Management, LLC
Previous Registrations
Cherrydale Wealth Management, LLC
State Registrations3 states
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