Gregg Munn is a CFP-designated registered investment advisor at Sax Wealth Advisors, LLC, based in Parsippany, NJ, with 11 years of industry experience. Gregg operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 1,086 clients with $2.4B 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% |
Fees may be negotiable in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Contact
Gregg Munn
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 →Other Business Activities
Gregg owns Munn Taxes LLC, where he prepares tax returns for individuals. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Sax Wealth Advisors, LLC
Previous Registrations
The Gm Group
State Registrations2 states
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