Luciano Betman is a registered investment advisor at Green Ridge Wealth Planning LLC, based in Montville, NJ. Luciano 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 302 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Green Ridge Wealth Planning's annual fee for managing your investments ranges from 0.85% to 2% of the value of your portfolio. The exact fee depends on the amount you invest, the complexity of the services, and the level of administration required. Clients may receive financial planning at no additional cost.
Location
150 River Road, Suite E3, Montville, NJ, 07045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Green Ridge Wealth Planning LLC
State Registrations2 states
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