Tara Shulman is a registered investment advisor at Compound Planning, INC., based in Rumson, NJ, with 11 years of industry experience. Tara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compound Planning offers investment management services, but the fees are not directly charged to individual investors. Instead, Compound provides these services to financial intermediaries, who then charge their own fees to their clients. Compound also offers a Turnkey Asset Management Program (TAMP) with fees ranging from 0.25% to 2.00% of assets under management, depending on the services selected by the financial intermediary.
Location
Rumson, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Compound Planning, INC.
Previous Registrations
Compound Advisers, INC.
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations5 states
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