Garden State Investment Advisory Services, LLC
Garden State Investment Advisory Services offers personalized investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm builds portfolios tailored to each client's goals, time horizon, and risk tolerance, providing ongoing supervision through discretionary or non-discretionary management. Clients can work with representatives who also offer insurance services or access third-party managers and specialized programs. The firm emphasizes a commitment to acting in clients' best interests, providing transparent disclosures, and helping clients navigate investment options, rollovers, and broader financial planning needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable and billed monthly in arrears based on the market value of the account on the last business day of the preceding month.