Assets Under Management
$367.7M
Number of Clients
515
Number of Advisors
11
Average Client AUM
$714K
AUM per Advisor
$33.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
PFS Partners, LLC offers investment management services through its wrap program. Fees cover trade execution, custody, reporting, and investment management. Clients may incur additional fees. Fees are negotiable, ranging up to 1.50% annually, based on factors like assets, complexity, and servicing needs. The firm also offers financial planning and consulting services on a stand-alone fee basis.
350 Us Highway 46, Mine Hill, NJ, 07803