Alyssa Loughlin is a registered investment advisor at Diversified Planning Strategies Advisors LLC, based in Roseland, NJ. Alyssa 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 364 clients with $150M 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 $250K | 2.00% |
| $250K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.35% |
| $3M+ | 1.00% |
Fees are negotiable based on the complexity of client goals and objectives and level of services rendered.
Fee Estimator
Location
101 Eisenhower Pkwy, Suite 108, Roseland, NJ, 07068
Get directionsHistory
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
Diversified Planning Strategies Advisors LLC
State Registrations1 state
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.