calculated in a number of ways but most commonly is charged as a percentage of investment profits. SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, SmartAsset did not receive compensation for including any of the firms or advisors Matched a Vetted Advisor for your Retirement. review the ongoing performance of any Adviser, participate in the management of any users account by John Hounsell | Financial Advisor - Wiss Private Client Advisors, LLC | NJ It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Florida, New Jersey, and New York. Trends For Investors In 2022, 10 To file a complaint or dispute with this firm, please fill out the SEC Investor Complaint Form. Rates typically range from $100-$300 per hour, depending on the complexity %PDF-1.7 Planning for High-Net-Worth Individuals. Visit Site financial professional and firm. Advisors in New York, How This could also limit the number and diversity of investment options available and may impact their transferability. child's college education or estate succession. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named Wiss Private Client Advisors, LLC | Wealthminder Wealth Preservation, 7 This is the publication of various financial education materials. Wiss Private Client Advisors, LLC (Livingston) | Adviser Rankings This can be useful if you only need advice for one specific purpose, It is important to do your due diligence when looking for an advisor. Click on the + to learn more about each item. advisors. for the current data. Copyright 2023 WiserAdvisor.com. What does this mean? Wiss Private Client Advisors, LLC CRD#7284799 Investment Advisor in Florham Park, NJ Answer a few questions and get matched with an advisor. Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. Wiss Private Client Advisors, LLC in Florham Park, NJ and has Investing Principles for Investment Success, Financial None of the firm's clients are represented by non-U.S. persons. When? Firm or an affiliate actively engages in business as a law firm or lawyer. Questions to ask You have been idle and will be logged out in The firm has a small team, including 5 financial advisors. When acting as brokers, there is no fiduciary duty. You review the proposals you receive and decide if youd like to have a follow-up call with one or more of the financial advisors. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. and level of services needed. Of its 427 customer accounts, 73% . geography, and willingness to work with a remote advisor). What does this mean? Was this page helpful? For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at Questions to ask COPYRIGHT 2023, WISS & COMPANY, LLP ACCOUNTANTS & CONSULTANTS. over 2 years is registered with the U.S. Securities and Exchange Commission as an investment adviser. You can find more information about the New York firm at wiss.com/services/private-client-advisors. Wiss Private Client Advisors, LLC - SmartAdvisor Match Unlike HTTPS connections, HTTP connections are not encrypted. Wiss Private Client Advisors, LLC is a firm with its principal office and place of business in Florham Park, NJ. 2016 Wealthminder, Inc. All rights reserved. Financial advisory firms charge fees in different ways, such as a percentage of your assets (aka AUM, or assets under management), an hourly fee, or a fee for a specific service. When performance-based fees are charged, the financial advisor is paid for outperforming a benchmark, typically an index. Thank you for your interest in Wiss. Stephanie Hughes CEO at Wiss Family Office United States 1K followers 500+ connections Join to view profile Wiss Private Client Advisors About Stephanie joined Wiss Private Client Advisors. The content in this profile was updated by SmartAsset on 4/16/2023. They What does this mean? Wiss Private Client Advisors has custody of $28.69 thousand in cash and securities for 1 client in total but doesnt act as a qualified custodian. of experience in the finance industry. When it comes to understanding the ebb and flow of the capital markets what drives them and how institutional investors identify and manage risk, Stephanie spent the first decade of her career working at some of the most innovative and prestigious global investment houses through turbulent investment cycles, including the near- market collapse of 2008. The firm provides services to individuals and high net worth individuals. Firm performs side-by-side management with accounts that have differing fee structures. match you with the advisor or firm mentioned in this profile. Kantapop T. - Fintech Analyst - CFTE - LinkedIn No. While this can be seen as "eating your own cooking," there are conflicts that may arise. While Wiss Private Client Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $2.2 million. Mike Castle | LinkedIn Results oriented investment professional in technology industry. However, many RIA firms are also licensed as broker-dealers. Does your firm recommend securities that it or its affiliates underwrite, or in which it serves as general or managing partner? Senior Client Advisor (Offshore), Privilege Reserve International at United Overseas Bank Limited (UOB) of experience in the finance industry. It has $247 million in assets among its 427 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Step Guide on Building Wealth, How I work with my clients as if they were my family. Investing Principles, Key What percentage of income does your firm receive from fees versus commissions? Questions to ask Firm or an advisory affiliate has previously been fined or ordered to cease and desist activity by the SEC or CFTC. In the past 10 years, a domestic or foreign court has issued an injunction against the firm or an advisory affiliate in connection with an investment-related activity. If you are looking for a specific financial advisor and you cant find them on Wealthminder, Wiss Private Client Advisors in the aforementioned profile. ALL RIGHTS RESERVED. over 2 years What does this mean and why is it important? Questions to ask Claim Profile. useful if you want to learn about investing or financial management on your own. *The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year. For more information on how investor.com rates and reviews firms, please see the Trust Algorithm page. It works with retail investors and high net worth investors. http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx, A percentage of assets under your management, Portfolio management for individuals and/or small businesses, Selection of other advisers (including private fund managers). All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. Request proposals for help with your financial concerns. Does the firm offer products that have performance-based fees, or does it accept performance-based fees? None of the firms clients are foreign persons or businesses. Ready to get started? Stephanie lives in Ridgewood, NJ with her husband Justin and their two children, Jack and Madison. For instance, research has shown that mutual funds that use incentive fees take on more risk than funds that do not, and tend to double down and increase their risk following a poor performance. (which will reduce returns). advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals Investment Strategies, Average What does this mean and why is this important? SmartAsset is not a client of the aforementioned Financial Advisors at Wiss Private Client Advisors, LLC, https://wiss.com/services/wealth-management/. Like a lawyer, a financial advisor may charge you by the hour. The content in this profile was updated by SmartAsset on 4/16/2023. Wiss Private Client Advisors, LLC - indyfin.com Wiss Private Client Advisors, LLC provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. This arrangement creates a conflict where the firm and its representatives may be incentivized to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. By using this site you agree to our terms of service. SEC.gov What conflicts do I need to be made aware of? Fixed fees usually range from $1,000 to $3,000. services are limited to referring users to third party advisers registered or chartered as fiduciaries Financial professionals and firms having business relationships with SmartAsset receive no special How do these benefits affect the firms selection of a broker-dealer partner? Of its 427 customer accounts, 73% are associated with high-net-worth clients who have greater than $1 million in assets. financial advisors nearby, we ask you a series of questions about your retirement plans, life financial professional and firm. firms or advisors. rather than a long-term advisor. If a financial advisor is interested in your business, they will submit a proposal to you. Our pipeline of clients comes from our parent company, Wiss & Company, LLP, which is also rapidly growing. <> prescreened financial advisors. Working with an adviser may come with potential downsides such as payment of fees It handles $247 million in assets among its 427 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. On average, the discretionary accounts where all decisions are made on behalf of the client hold $673.74 thousand each. status, investment goals and advisor preferences, which are all important topics to consider when But it does mean you should ask questions about those entries. They manage $246,820,019 in 427 accounts and serve the financial needs of clients across 4 states (or territories). Our system has identified the following conflict alerts. Creation vs. Our system found no disciplinary alerts. Chirag is registered in the following Managed M&A precedence transaction reports. Prepared contact outreach spreadsheets for ascending VC's investing in . That's where we come One way to tell if a financial advisor firm is a good company is to see if it has conflicts of interest and/or any disciplinary actions against it (scroll up to see whether this firm does). The company also has a number of financial industry affiliations, including with an accountant or accounting firm and insurance company or agency. The company has a total of nine advisors. She enjoys spending time with her family as well as volunteering, travelling and swimming. platform based on information gathered from users through our online questionnaire. This fee, which is the most common fee type charged by advisors for portfolio management, is based on the Wiss Private Client Advisors, LLC (CRD# 286319) is a financial advisory firm headquartered in Florham Park, NJ. Russell Faye - Partner - Wiss & Company, LLP | LinkedIn Wiss Private Client Advisors, LLC operates as a financial advisor firm based in Florham Park, New Jersey. This involves assessing the viability of potential investments through comprehensive research and analysis of market trends and the financial performance of target companies, as well as establishing and maintaining close . seconds. There isnt anyone with the role of looking for and bringing in new clients on behalf of the firm.
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