NTB Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
NTB Advisory Services LLC provides investment advisory and portfolio management services primarily to individual clients, operating as a solo practitioner and serving four individual clients. Like many independent advisers, it generally charges asset-based (percentage-of-AUM) fees for portfolio management and offers related financial planning services.
The firm's brochure describes a tailored approach to portfolio construction and regular account reviews, using standard investment analysis methods and attention to client risk preferences. With a single adviser and a very small client roster, client interactions and account monitoring are handled directly by the adviser and are described in the account review and custody sections.
NTB is notable for its affiliation with an accounting firm and for providing accounting-related services in addition to investment advice, a relationship disclosed in the brochure’s "Other Financial Industry Activities and Affiliations" section. The firm also discloses it may receive commissions for certain transactions, a practice that is relatively uncommon among independent advisory firms and is addressed in its fees and brokerage disclosures.
Client services
Fee options
Flat fee financial planning services starting at $1,500
$0 - $250,000: 3.00% $250,001 - $500,000: 2.75% $500,001 - $1,000,000: 2.50% $1,000,001+: 2.00%
Commissions charged on securities transactions as applicable
Account minimum: $250,000 minimum Fee-only: Flat fee financial planning services starting at $1,500
Main office
Bloomfield NJ
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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