Personal Cfo Solutions LLC
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Overview
Personal Cfo Solutions LLC operates as a financial advisor company that has its headquarters in Chester, New Jersey. The firm manages $960.5 million in assets under management across 4,218 client accounts, placing it among the larger investment advisory firms in the country by assets under management (AUM). It has a small group, including 13 financial advisors. Personal Cfo Solutions LLC is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as options, stocks and bonds.
Personal Cfo Solutions LLC oversees all of the company's accounts on a discretionary basis. Discretionary management signifies that transaction judgments for the client's account are made by a portfolio manager without needing to seek the customer's permission. The company supervises roughly $227,719 for each customer account. The typical financial advisor at Personal Cfo Solutions LLC administers around 324 client accounts.
Personal Cfo Solutions LLC's main office is at 384 Main Street, Chester, New Jersey 07930-2528. Personal Cfo Solutions LLC is legally allowed to serve customers throughout 34 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Personal Cfo Solutions LLC by the Numbers
$960.5 million
17
4,218
$227.7 thousand
Products and Services
Personal Cfo Solutions LLC offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. In the last financial year, the firm provided 251-500 of its accounts with financial planning services. The firm is involved in selling products or offering services other than investment advisory services to its customers.
Core Advisor Services
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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.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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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
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types charged by the firm most likely include the following fee types: asset-based or fixed. The company does participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to retail investors and high net worth investors. Out of its 4,218 accounts, Personal Cfo Solutions LLC's largest client type is high net worth investors, but it also caters to 332 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 2% of the firm's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 68.74%
- Other Individuals - 31.26%
- Corporations - 0%
- Charitable Organizations - 0%
* 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
Personal Cfo Solutions LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Personal Cfo Solutions LLC
Chester, NJ
Chester, NJ
Chester, NJ
Chester, NJ
Chester, NJ
Chester, NJ
Chester, NJ
Chester, NJ
Chester, NJ
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