Systematic Financial Management Lp

CRD#106146
Investment Advisor Firm

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Overview

Systematic Financial Management Lp operates as an advisory company that has its headquarters in Teaneck, New Jersey. Systematic Financial Management Lp has $3.1 billion in total assets across 126 accounts, placing it among the biggest firms in the nation by assets under management (AUM). The firm has a small team, including 5 financial advisors. Systematic Financial Management Lp does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments like equities, options and bonds.

Systematic Financial Management Lp administers all of the firm's client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by a portfolio manager without needing to seek client permission. The company supervises roughly $24.2 million for each client account. The typical financial advisor at Systematic Financial Management Lp administers about 25 client accounts, placing it towards the middle in terms of personalization.

The company's headquarters is located at 300 Frank W Burr Blvd, Teaneck, New Jersey 7666. The company is registered to serve customers throughout 32 U.S. states and territories.

Assets Under Management

$3.1 billion

Number of Advisors

5

Disclosures

No

Office Location

300 Frank W Burr Blvd
Teaneck, NJ 07666

Systematic Financial Management Lp by the Numbers

Total Assets Under Management

$3.1 billion

National Average: $8.6 billion
Total Number of Employees

17

National Average: 64
Total Number of Accounts

126

National Average: 375,227
Average Account Size

$24.2 million

National Average: $23.0 thousand
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Fee Structure

Fees for financial advice typically vary depending on the financial services offered. However, fee types charged by the firm can be comprised of some combination of the following fee structures: asset-based or performance-based. Systematic Financial Management Lp participates in a wrap fee program, in which the firm offers a service bundle for a single fee.

Available

  • Offered by 69% 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 26% of firms

    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.

Unavailable

  • Find one of the 21% of firms that offer this fee type

    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.

  • 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 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.

  • Find one of the 32% of firms that offer this fee type

    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.

  • Find one of the 10% of firms that offer this fee type

    Other

    Show Explanation

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

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Types of Clients

Systematic Financial Management Lp works with a number of different customers. The company provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, corporations and other. Out of its 126 accounts, Systematic Financial Management Lp's largest client type by number of accounts is retail investors, though it also serves six high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM 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 the company's clients are represented by non-U.S. persons.

  • High-Net-Worth Individuals* - 4.76%
  • Other Individuals - 41.27%
  • Corporations - 42.86%
  • Charitable Organizations - 11.11%

* 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

Systematic Financial Management Lp does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Systematic Financial Management Lp

Walter Wick
Teaneck, NJ
Eoin Middaugh
Teaneck, NJ
James Wallerius
Amelia Island, FL
Kenneth Burgess
Teaneck, NJ

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