Assets Under Management
$561.5M
Number of Clients
2,122
Number of Advisors
31
Average Client AUM
$265K
AUM per Advisor
$18.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Garden State Investment Advisory Services, LLC (GSIAS) offers personalized investment advisory services. Services include portfolio management, third-party advisor management, financial planning, and annuity account management. IARs work with clients to determine investment objectives and financial goals. GSIAS manages $457,704,885 on a discretionary basis and $103,843,853 on a non-discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
The annual fee is negotiable.
328 Newman Springs Road, Red Bank, NJ, 07701