Assets Under Management
$294.5M
Number of Clients
407
Number of Advisors
6
Average Client AUM
$724K
AUM per Advisor
$49.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Smallwood Wealth Investment Management provides portfolio management services based on client goals, objectives, and risk tolerance. They also offer financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. They primarily advise on mutual funds, fixed income, insurance products, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.55% |
| $750K - $2.0M | 1.35% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are generally negotiable.
199 Broad Street, Red Bank, NJ, 07701