Andrew
Harper

Eisneramper Wealth Management & Corporate Benefits, LLC

CRD#4463954
Investment Advisor
in Iselin, NJ
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About this Advisor

Andrew Harper is a financial advisor located in Iselin, New Jersey. Currently a registered financial advisor with Eisneramper Wealth Management & Corporate Benefits, LLC, they have accrued 11 years of professional experience in the financial advisory industry. Harper has Series 63, Series 65 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Harper is able to act as a financial advisor in New Jersey. Throughout their career, they have worked at Comprehensive Asset Management And Servicing, Inc, Eisner Amper Wealth Management Corporate Benefits and Cfs Investment Advisory Services, LLC. Eisneramper Wealth Management & Corporate Benefits, LLC is located in Iselin, New Jersey, and has six additional locations in the nation. As a registered investment firm, Eisneramper Wealth Management & Corporate Benefits, LLC oversees $404 million in assets dispersed across 974 accounts and retains 14 staff members. The firm's total assets under management makes it one of the larger investment advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 35% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Eisneramper Wealth Management & Corporate Benefits, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

111 Wood Avenue South Suite 110
Iselin, NJ 08830

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Eisneramper Wealth Management & Corporate Benefits, LLC Brokerage Details

Total Assets Under Management

$502,496,790

NJ Average: $10,121,009,343
Total Number of Employees

14

NJ Average: 92
Total Number of Accounts

1,065

NJ Average: 6,978
Average Account Size

$471,828

NJ Average: $1,450,417

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Andrew Harper Work History

Andrew has 11 years of experience.

2017 - Present (2 years)

Comprehensive Asset Management And Servicing, Inc

2017 - Present (2 years)

Eisner Amper Wealth Management Corporate Benefits

2007 - 2017 (10 years)

Cfs Investment Advisory Services, LLC

Disclosures

Andrew Harper has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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