CyborgWealth is a registered investment advisor located in Red Bank, New Jersey. The firm offers comprehensive financial planning, analysis of specific planning topics, ongoing wealth management and financial administration, income tax preparation, and investment management consulting services. CyborgWealth assists clients in defining their financial goals and risk tolerance, and then frequently refers clients to third-party investment managers, including its affiliated firm WBI Investments, LLC, to handle the day-to-day management of investment portfolios. CyborgWealth does not manage client assets on a discretionary basis and typically focuses its ongoing wealth management services on high-net-worth individuals and family offices with significant investable assets. The firm also maintains affiliations with Millington Securities and various financial technology entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Consulting and introducing advisor fees retained by CyborgWealth typically range from 0.25% to 1.00% of assets under management. Third-party managers charge separate fees.