Reginald Fitzpatrick
Reginald Fitzpatrick is a registered investment advisor at Princeton Capital Management LLC, based in Red Bank, NJ, with 13 years of industry experience. Reginald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 184 clients with $440M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Rates shown apply to standard Equity and Balanced strategies. Other strategies have different fee schedules, such as Growth strategies at 1.25% dropping to 1.0%, and Tactical Asset Management at a flat 0.50%. Fees are negotiable in certain circumstances.
Fee Estimator
Location
331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074
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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 →Other Business Activities
Reginald is a Director of Intervention Point, a private company providing administrative documentations for trust and estate planning.
Employment History
Current Registrations
Princeton Capital Management LLC
Previous Registrations
Princeton Capital Management INC
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.
Exams
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