Paul Zoch
Paul Zoch is a CFP-designated registered investment advisor at Asset Advisory Group, INC., based in Kinnelon, NJ, with 30 years of industry experience. Paul 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, Investment Management, and 2 more. Their firm serves 171 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset Advisory Group manages investments for clients, charging an annual fee based on the value of the portfolio. The annual fee ranges from 0.25% to 1.00% of the assets managed, regardless of whether the management is discretionary or non-discretionary. Fees are invoiced quarterly, in advance. All fees are negotiable.
Location
170 Kinnelon Road, Kinnelon, NJ, 07405
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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 →Other Business ActivitiesSells Insurance
Paul sells life, health, and disability insurance products through various insurance carriers.
Employment History
Current Registrations
Asset Advisory Group, INC.
State Registrations2 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.