Assets Under Management
$1.9B
Number of Clients
1,964
Number of Advisors
15
Average Client AUM
$967K
AUM per Advisor
$126.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Traphagen Investment Advisors offers investment advice on various securities. They also provide retirement plan services to plan sponsors. Clients have access to the eMoney Advisor platform. Fees are negotiable and based on assets under management. They use fundamental and technical analysis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
234 Kinderkamack Rd, Oradell, NJ, 07649