Elizabeth Teifer
Elizabeth Teifer is a registered investment advisor at Herbert J. Sims Capital Management, INC., based in Red Bank, NJ, with 14 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 350 clients with $440M 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 $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are generally subject to negotiation and typically range from 1.25% to 2.50% per year.
Fee Estimator
Location
331 Newman Springs Road, Building 2, Suite 312- 3rd Floor, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2021Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Elizabeth is an investment adviser representative of HJ Sims Capital Management, dedicating about 15% of her time to this role. She also spends about 10% of her time on insurance-related business, while her primary focus is providing brokerage services.
Employment History
Current Registrations
Herbert J. Sims Capital Management, INC.
Herbert J. Sims & CO, INC.Broker
Previous Registrations
David Lerner Associates, INC.Broker
State Registrations16 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
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