Wealth Quarterback LLC

CRD#282967
Investment Advisor Firm

Answer a few questions and
get matched with an advisor.

Find an Advisor

Learn more about Wealth Quarterback LLC

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

    • Overview

    Wealth Quarterback LLC operates as a financial advisor firm located in Toms River, New Jersey. Wealth Quarterback LLC administers $237.3 million in total assets over 1,644 client accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). Wealth Quarterback LLC has a small group, including 5 financial advisors. Wealth Quarterback LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are exchangable financial assets like equities, bonds and options.

    Wealth Quarterback LLC administers 1,605 of its client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make buy and sell judgments for the client's account without requiring the customer's consent. The firm also oversees 39 non-discretionary accounts totaling $3.8 million in AUM. The advisory firm's typical account size is $144,355. An average financial advisor at Wealth Quarterback LLC oversees about 329 client accounts.

    The company's headquarters is located at 1400 Hooper Ave, Toms River, New Jersey 8753. Wealth Quarterback LLC is registered to provide services to clients across 13 U.S. states and territories.

    Assets Under Management

    $237.3 million

    Number of Advisors

    5

    Disclosures

    No

    Office Location

    1400 Hooper Ave
    Toms River, NJ 08753

    Wealth Quarterback LLC by the Numbers

    Total Assets Under Management

    $237.3 million

    National Average: $8.6 billion
    Total Number of Employees

    10

    National Average: 64
    Total Number of Accounts

    1,644

    National Average: 375,227
    Average Account Size

    $144.4 thousand

    National Average: $23.0 thousand
    Back to Overview
    Back to Overview

    Products and Services

    Wealth Quarterback LLC offers a variety of financial services, which can include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. In the prior financial year, the firm provided 1-10 of its accounts with financial planning services. The firm is not engaged in selling products or offering services apart from investment advisory services to its investment advisory customers. Wealth Quarterback LLC also has a number of financial industry affiliations, including with an accountant or accounting firm and insurance company or agency.

    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 46% 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 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.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

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

    Back to Overview

    Fee Structure

    Financial advisory fees are based on which services the firm provides the client. Fee types charged by Wealth Quarterback LLC can be comprised of the following fee structures: asset-based, hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Wealth Quarterback LLC.

    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 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 32% 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.

    Back to Overview

    Types of Clients

    It works with retail investors, high net worth investors and pension plans. Out of its 1,644 clients, Wealth Quarterback LLC's biggest client by number of accounts is retail investors, although it also caters to 80 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 8.08%
    • Other Individuals - 91.41%
    • Corporations - 0.51%
    • 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.

    Find an advisor who will work directly with you

    Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.

    Back to Overview

    Disclosures

    Wealth Quarterback LLC does not have any disclosures.

    Please visit its Form ADV for more details.

    Back to Overview
    Back to Overview

    Find a financial advisor near you

    If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.

    Back to Overview

    Financial Advisors at Wealth Quarterback LLC

    Paul Murphy
    Toms River, NJ
    Christopher Meyer
    Toms River, NJ
    Josh Jalinski
    Toms River, NJ
    Howard Bernheim
    Holland, PA

    Not sure which advisor is right for you? Use our matching tool

    Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today

    Back to Overview

    The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

    The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

    This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

    This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.