Eric Schwartz is a registered investment advisor at Aem Asset Management, LLC, based in Somerset, NJ, with 6 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 45 clients with $120M 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 | 1.75% |
Fees are negotiable depending on specific circumstances. AEM may agree to bill a flat fee rather than a percentage of assets.
Fee Estimator
Location
265 Davidson Ave, Suite 210, Somerset, NJ, 08873
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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 Activities
Eric works as an administrator at Rosenberg Rich Baker Berman & Company, an accounting firm, and dedicates a few hours per week. He also owns NJPMI LLC, a precious metals consulting firm, spending minimal time on it, and is an Administrator/IAR at RRBB Asset Management, LLC.
Employment History
Current Registrations
Aem Asset Management, LLC
Previous Registrations
Rrbb Asset Management, LLC
State Registrations1 state
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