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Inner Circle Platinum Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Inner Circle Platinum Advisors LLC provides financial planning and investment advice to individuals—including many high-net-worth clients—as well as businesses, charities and small pension plans. The firm delivers consultations and written plans covering tax, insurance, retirement and estate topics, and its model is advisory-only: clients implement recommendations themselves rather than having accounts managed by the firm.
The firm describes a conservative, advice-driven investment approach that emphasizes mutual funds (frequently recommending Vanguard) and broad asset-class guidance rather than proprietary security analysis or frequent trading. Recommendations are tailored via client consultations that consider employment, cash reserves, retirement accounts and personal risk tolerance, and the firm does not take trading discretion or custody of client assets.
What is distinctive for a firm in the investment-manager category is its billing model: it offers hourly consulting and fixed-fee subscription arrangements rather than charging a percentage of assets under management, and it does not accept commissions or performance-based fees. The brochure also discloses a material business overlap: the firm’s principal operates a separate tax planning and preparation practice that occupies a substantial portion of time and may lead to overlapping tax and advisory clients.
Client services
Financial planning
Expertise
General tax planning
Fee options
Annual fixed fee subscription ranging from $4,800 to $24,000 per year
$500 per hour
Annual fixed fee subscription ranging from $4,800 to $24,000 per year, paid monthly or quarterly
Fee-only: Hourly fee of $500 per hour; Annual fixed fee subscription ranging from $4,800 to $24,000 per year
Main office location
Inner Circle Platinum Advisors LLC
Bloomfield NJ, United States
Number of offices
1
Most active in
Inner Circle Platinum Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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