Alan Stern is a registered investment advisor at Stern Capital Management, INC., based in Old Bridge, NJ, with 11 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 656 clients with $300M 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 | 2.00% |
Annual fees range between 0.95% and 2.00% depending on the complexity and market value of assets under management. Fees are negotiable.
Fee Estimator
Location
18 Throckmorton Lane, Suite 201, Old Bridge, NJ, 08857
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
Stern Capital Management, INC.
State Registrations1 state
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
- Joyce Chan, CFPPark Avenue Securities LLC
- John Marinelli, CFPOsaic Wealth, INC.
- Bruce Yenk, CFPUSA Financial Securities LLC
- Ari Teplitz, CFP, ChFCTeplitz Financial Group LLC
- Joseph Chuisano, CFPChuisano and Albert, L.L.C.