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Professional Listing
Category: Financial
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Jeremy Portnoff
Portnoff Financial LLC
184 Elm Street
Suite #3 Lower Level
Westfield, NJ 07090 Map It
United States
Telephone: 877-226-3115
Degrees: California State University Fullerton- Bachelor's Degree in Business Administration with a concentration in Finance/Financial Planning.
Concentration: Comprehensive Financial Planning and Institutional Investment Management strategies.
Qualifications: -CERTIFIED FINANCIAL PLANNER™ (CFP®);
-ACCREDITED INVESTMENT FIDUCIARY™ (AIF™);
-CHARTERED RETIREMENT PLANS SPECIALIST (CRPS);
-ELITE IRA ADVISOR;
-NAPFA Registered Advisor. NAPFA is an exclusive group of Fee-Only Financial Advisors; and
-Member of FPA (Financial Planning Association)
-Five-Star quality designation from The Paladin Registry, a free public service for investors who use the services of financial advisors.
Flat Fees / Pricing Info.: Written plan fees start at $1000. Financial Coaching services start at $50/month. Asset Management schedule: 1.0%- First $500K; 0.80%- Next $500K; 0.60%- Next $4M and 0.50%- Amounts over $5M. Discounts may be applied if multiple services are provided.
Web Site: http://www.portnofffinancial.com
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