Wealth Quarterback LLC, based out of Toms River, NJ, is a reputable investment advisory firm that boasts an extensive client base of over 910 individuals. With a remarkable $237,320,000 in assets under management, they have garnered a solid reputation for their expertise in handling employer 401Ks and individual accounts.
The firm operates from 18 conveniently located offices, ensuring accessibility and personalized service for their diverse clientele. Wealth Quarterback LLC prides itself on managing approximately 98% of their assets on a discretionary basis, allowing clients to entrust their investments with confidence.
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Assets Under Mgmt
$237.32M
Investment Professionals
5
Locations
17
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.