A complete list of active advisors currently associated with New Amsterdam Wealth Planning
Warmer can help you find a great advisor at New Amsterdam Wealth Planning or one who fits your needs even better.
New Amsterdam Wealth Planning provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, through ongoing portfolio management and written financial plans. Services include continuous supervision of custodial accounts, retirement-plan rollover guidance, and implementation of investment recommendations when clients engage the firm for asset management. The firm emphasizes fundamental, value-oriented investing with a long-term core while also using tactical and strategic asset-allocation techniques and option-writing strategies when appropriate. Advice is tailored to individual circumstances, with accommodation for legacy holdings and the ability to manage accounts on either a discretionary or non-discretionary basis. The brochure notes a relatively large asset base managed by a single-advisor practice—managing over $65 million for roughly fifty clients—which results in a high assets-per-client profile for a solo firm. The firm requires custody with a designated major custodian to access institutional services (a disclosed potential conflict), discloses an economic incentive around retirement-rollover recommendations and an impartial conduct standard to address it, and further distinguishes itself by not aggregating trades into block orders and by leaving proxy-voting responsibilities to clients.
To learn more about the advisors currently working at New Amsterdam Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Long Branch, NJ
| 30
|
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