Nisonoff & Quadrel Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nisonoff & Quadrel Investment Management provides investment management and financial planning to individuals, high‑net‑worth clients, families, corporations, small businesses and business owners. Clients may engage the firm for discretionary portfolio management or for one‑time or subscription financial planning; like many independent advisers it generally charges fees based on assets under management and recommends Altruist as a custodian, while also assisting business clients with 401(k) arrangements through Betterment or Paychex.
The firm develops a written Investment Policy Statement for each client, invests primarily in no‑load stocks, bonds, ETFs and mutual funds, and monitors portfolios with periodic rebalancing and reviews (annual for investment clients, quarterly for ongoing planning clients). It uses commercially available research and client‑provided information to set asset allocation and does not maintain custody of client assets; cash balances are typically held in money market mutual funds.
Distinctive features include affiliated sister companies that provide accounting/tax services and life insurance/annuity placement, and a firm principal who acts as an enrolled agent and a licensed life insurance agent; the brochure discloses that the insurance affiliate may receive commissions while the adviser states it will maintain fiduciary responsibilities. The firm’s subscription planning option also includes discretionary investment management for up to $100,000 at no additional cost, and the adviser operates on both discretionary and non‑discretionary bases.
Client services
Expertise
Fee options
Single comprehensive financial plan fee ranges from $1,500 to $3,000, with $1,000 upfront payment required
$0 - $250,000: 1% $250,001 - $1,000,000: 0.9% $1,000,001 - $5,000,000: 0.8% $5,000,001+: Negotiable
Financial planning subscription service from $250 to $400 per month
Fee-only: Investment management fees based on tiered percentage of AUM; Financial planning fees are fixed or subscription-based
Main office
235 Old Bridge Turnpike
East Brunswick NJ 08816
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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