Alana Collins is a CFP-designated registered investment advisor at Aljen Asset Management LLC, based in Cedar Knolls, NJ. Alana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 419 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aljen Asset Management's annual investment advisory fee is based on a percentage of the market value of the assets managed, generally between 0.10% and 1.0%. The specific fee depends on factors like the amount of assets managed, the complexity of the engagement, and the scope of services provided. A minimum asset under management of $50,000 is generally required for investment management services, inclusive of financial planning services.
Location
210 Malapardis Road, Suite 201, Cedar Knolls, NJ, 07927
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aljen Asset Management LLC
State Registrations2 states
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