Withum Wealth Management, based out of Red Bank, NJ, is a local investment advisory firm known for its comprehensive range of services. With 13 dedicated employees, each specializing in investment advisory, they provide personalized wealth management solutions to a diverse clientele. Operating from eight offices, Withum Wealth Management manages a substantial average of $102,420,000 in assets per investment advisor, aligning closely with the industry standard.
The firm's compensation structure encompasses various approaches, including a percentage of assets under management, hourly charges, and fixed fees. As a discretionary ass...
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Assets Under Mgmt
$1.33B
Investment Professionals
13
Locations
7
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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