Prestige Wealth Management Group

Retirement Planning Firm in Hunterdon County, NJ

Firm Info
Address: 31 NJ-12, Flemington, NJ 08822, USA
Phone: (908) 782-0001

Firm Size
Assets Under Management: $430.6 million
# of Advisors: 5
# of Clients: 1,122
Client to Advisor Ratio: 224:1
Average Account Size: $383,739
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Prestige Wealth Management Group, LLC Overview

Prestige Wealth Management Group, LLC is a fee-only registered investment advisory firm that has been providing top-notch financial advice since 2011. Their headquarters are situated in Flemington, NJ, where they lay down the strategies and solutions that are best suited to their clients. As a fee-only firm, Prestige Wealth Management Group, LLC only charges its clients for its financial advice, eliminating conflicts of interest and ensuring unbiased advice. The firm prides itself on its investment advice-only approach, offering services such as financial planning and portfolio management for individuals and small businesses. Prestige Wealth Management Group, LLC has a strong reputation for providing customized investment solutions that take into account each client's individual financial goals and needs. From wealth management to retirement planning, their team of experienced advisors work closely with clients to ensure that their financial goals are realized. One unique offering of Prestige Wealth Management Group, LLC is their selection of other advisors. They have relationships with industry-leading professionals who specialize in various fields such as estate planning, taxes, and legal matters. This allows them to provide their clients with a comprehensive, all-encompassing service that addresses every aspect of their financial needs. With their exceptional team of advisors and their commitment to their clients, Prestige Wealth Management Group, LLC has become a trusted name in the industry.

Prestige Wealth Management Group, LLC offers comprehensive wealth management services to a wide variety of clients including individuals from all walks of life, high net worth individuals, and pension or profit sharing plans. The firm's team of financial advisors delivers personalized advice tailored to each client's unique financial goals and lifestyle needs. Whether clients are looking to build their wealth or protect it, Prestige Wealth Management Group, LLC is equipped to serve each individual with the utmost care and expertise. Depending on the services provided, Prestige Wealth Management Group, LLC offers various fee structures to suit clients' needs. For those seeking asset management services, the firm charges a percentage of assets under management (AUM) as compensation. Alternatively, clients may opt for an hourly fee structure where they are charged for the time spent consulting with their advisor. Lastly, Prestige Wealth Management Group, LLC also offers fixed fees for certain types of financial planning services. Regardless of the fee structure chosen, the firm ensures transparency in all financial dealings and strives to provide the highest level of value to each and every client.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure of PRESTIGE WEALTH MANAGEMENT GROUP, LLC mentions an investment minimum of $10 million. This minimum amount may influence the firm's recommendations to clients to maintain their accounts with Schwab, which could benefit the Registrant's business more than the clients' interests in receiving the best value in custody services and execution of transactions.

How This Office Can Help Hunterdon County, NJ Residents

Prestige Wealth Management Group provides comprehensive financial planning services to clients in Hunterdon County, NJ. With a deep understanding of the local economy and financial landscape, the firm is well-equipped to assist individuals and families in navigating their specific financial situations. For example, someone living in Hunterdon County might be facing challenges related to estate planning and retirement savings, both of which are areas in which Prestige Wealth Management Group excels. The firm's team of advisors work closely with clients to develop customized plans that address their unique financial goals and needs. This might involve creating a comprehensive investment strategy, managing risk through diversification, minimizing taxes, or planning for future college expenses. Additionally, Prestige Wealth Management Group provides ongoing support and guidance to clients, ensuring that their financial plans remain aligned with their long-term objectives. Ultimately, the firm's holistic approach to financial planning helps clients in Hunterdon County and beyond achieve greater financial confidence and security.

To view the Minimum Investment and Fee Schedule for Prestige Wealth Management Group, LLC, visit their Part 2 Brochure.

Services Offered by Prestige Wealth Management Group, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Prestige Wealth Management Group, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 31 NJ-12, Flemington, NJ 08822, USA
Phone (908) 782-0001
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
4 Stars  |  5 Reviews

Other Office Locations

Firm Headquarters
Firm headquarters location 31 STATE ROUTE 12, FLEMINGTON, NJ 8822, United States

This firm has no other locations.

State Registrations

Prestige Wealth Management Group, LLC is registered to service clients in the following states:

  • California
  • Delaware
  • Florida
  • Massachusetts
  • New Hampshire
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • South Carolina
  • Texas
  • Virginia

Disciplinary History

Prestige Wealth Management Group, LLC does not have any disclosures. Please visit it's Form ADV for more details.