Investment Partners Asset Management

CRD#121812
Investment Advisor Firm

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Learn more about Investment Partners Asset Management

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Investment Partners Asset Management is a financial advisory company located in Metuchen, New Jersey. The firm handles $196.1 million in total assets throughout 381 customer accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). Investment Partners Asset Management has a small team, including 5 financial advisors. Investment Partners Asset Management is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like options, bonds and stocks.

    Investment Partners Asset Management manages the majority of the firm's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices without needing the client's consent. It also has 27 non-discretionary accounts totaling $7.2 million in assets under management. The firm oversees roughly $514,653 for every client account. The average advisor at Investment Partners Asset Management manages about 76 client accounts.

    Investment Partners Asset Management’s main office is at 10 Station Place, Metuchen, New Jersey 8840. Investment Partners Asset Management is legally allowed to provide services to customers across 13 U.S. states and territories.

    Assets Under Management

    $196.1 million

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    10 Station Place
    Metuchen, NJ 08840

    Investment Partners Asset Management by the Numbers

    Total Assets Under Management

    $196.1 million

    National Average: $9.0 billion
    Total Number of Employees

    5

    National Average: 71,771
    Total Number of Accounts

    381

    National Average: 4,329
    Average Account Size

    $514.7 thousand

    National Average: $2.1 million
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    Products and Services

    Investment Partners Asset Management offers multiple financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the last fiscal year, the company provided 51-100 of its customers with financial planning services. It is not involved in selling products or offering services other than investment advice to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 47% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 21% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees largely depend on the type of financial services offered. Fees charged by the firm most likely consist of the following fee structures: asset-based, hourly, fixed or other. Investment Partners Asset Management does not provide a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 70% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 33% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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    Types of Clients

    Investment Partners Asset Management manages money for a broad range of customers. The firm works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 381 clients, Investment Partners Asset Management's largest client group by number of accounts is high net worth investors, although it also caters to 99 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.

    • High-Net-Worth Individuals* - 51.83%
    • Other Individuals - 41.36%
    • Corporations - 3.14%
    • Charitable Organizations - 3.66%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Investment Partners Asset Management does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Investment Partners Asset Management

    Thomas Shepherd
    Metuchen, NJ
    Robert Voccola
    Metuchen, NJ
    Brian Brown
    Metuchen, NJ
    Gregg Abella
    Metuchen, NJ
    Frank Abella
    Metuchen, NJ
    Frank Abella
    Metuchen, NJ

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