Alan Stern is a registered investment advisor at Stern Capital Management, INC., based in Old Bridge, NJ, with 10 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 652 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stern Capital Management charges an annual fee based on the value of your portfolio. The fee ranges from 0.95% to 2.00% per year. This fee is charged quarterly, in advance. If your combined assets at the custodian are below $100,000, Stern Capital Management may charge an additional administration fee of $25 per quarter, but this is negotiable.
Location
18 Throckmorton Lane, Suite 201, Old Bridge, NJ, 08857
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stern Capital Management, INC.
State Registrations1 state
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