Adam Goldberg is a CFP-designated registered investment advisor at Sax Wealth Advisors, LLC, based in Parsippany, NJ, with 12 years of industry experience. Adam 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, Corporate Executives, and 9 more. Their firm serves 1,655 clients with $3.6B 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Family accounts and related businesses can be aggregated for fee calculations. Minimum annual fee of $15,000 applies. Fees and minimums are negotiable under certain circumstances.
Fee Estimator
Contact
Adam Goldberg
Location
389 Interpace Parkway, Suite 3, Parsippany, NJ, 07054
Get directionsHistory
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
Sax Wealth Advisors, LLC
Previous Registrations
Beacon Trust
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations2 states
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
More Advisors
- William Connor, CFA, CFPSax Wealth Advisors, LLC
- Alexa Tambasco, ChFCSax Wealth Advisors, LLC
- Joseph Piela, CFPSax Wealth Advisors, LLC
- Maura Mallaney, CFP
- Daniel Aguanno, CFPOnepoint Bfg Wealth Partners
- Volodymyr Stasenko, CFPSummit Financial, LLC