Gary Prince is a registered investment advisor at Private Client Group Asset Management, based in Gladstone, NJ. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 106 clients with $140M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial Plan - Fees typically range from $1,000 to $5,000, depending on the complexity of the client's circumstances.
- Hourly Financial Planning - Up to $350 per hour.
- Financial Planning based on assets under consultation - Fees will not exceed 2.0% of the value of the assets under consultation.
Location
240 Main Street, Suite 200, Gladstone, NJ, 07934
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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
Private Client Group Asset Management
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
State Registrations6 states
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