Maria Garyfallos is a registered investment advisor at Tepp Wealth Management, based in Westfield, NJ, with 3 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 156 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tepp Wealth Management's annual fee for managing your investments is negotiable, typically ranging from 0.5% to 2.0% of the value of your portfolio. The specific fee depends on the size of your portfolio, the complexity of the services, and the level of administration requested. Fees are billed quarterly, based on the portfolio value at the end of the quarter.
Location
210 Elmer Street, Westfield, NJ, 07090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tepp Wealth Management
State Registrations2 states
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