Assunta Mclane
Assunta Mclane is a CFP-designated registered investment advisor at Summit Place Financial Advisors, LLC, based in Basking Ridge, NJ, with 3 years of industry experience. Assunta 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, Investment Management, and 2 more. Their firm serves 47 clients with $260M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees are negotiable at Summit Place Financial Advisors' discretion. Similarly situated clients could pay different fees.
Fee Estimator
Location
Basking Ridge, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Summit Place Financial Advisors, LLC
State Registrations1 state
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