Wp Asset Management
Bedminster, New Jersey
WP Asset Management is a small investment advisory firm headquartered in Bedminster, NJ. With a total of 1 dedicated employee, WP Asset Management provides comprehensive investment advisory services to a diverse clientele. Each investment advisor at the firm manages an average of approximately $81,570,000 in assets under management, which is in line with the industry average. The compensation structure at WP Asset Management encompasses various methods, including a percentage of assets under management, fixed fees, and hourly charges. This flexibility allows them to cater to the unique needs and preferences of their clients. W...
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Assets Under Mgmt

$111.23M

Investment Professionals

1

Locations

0

% 401K & Individual

8%

% Discretionary

97%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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