Eisneramper Wealth Management & Corporate Benefits, LLC
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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
Years of Experience
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Eisneramper Wealth Management & Corporate Benefits, LLC Brokerage Details
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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.
Comprehensive Asset Management And Servicing, Inc
Eisner Amper Wealth Management Corporate Benefits
Cfs Investment Advisory Services, LLC
Andrew Harper has no disclosures.
Please visit their SEC profile for more details.