Reedmark Advisors, LLC

Retirement Planning Firm in Somerset, NJ

Firm Info
Address: 92 E Main St, Somerville, NJ 08876, USA
Phone: (908) 300-5292

Firm Size
Assets Under Management: $1.3 billion
# of Advisors: 2
# of Clients: 17
Client to Advisor Ratio: 9:1
Average Account Size: $75.5 million
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Other

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Reedmark Advisors, LLC Overview

REEDMARK ADVISORS, LLC is a registered investment advisory firm that offers investment advice only, with headquarters located in Somerville, NJ. The firm has been in business since 2015 and operates under a fee-only arrangement, which means that clients are charged based on the services provided rather than on commissions or sales fees. The main services offered by REEDMARK ADVISORS, LLC are portfolio management for individuals and small businesses, pension consulting services, and selection of other advisors. The firm's goal is to help clients achieve their financial objectives by providing personalized investment strategies that are tailored to their specific needs and goals. In addition to these services, REEDMARK ADVISORS, LLC also offers a range of other services, including retirement plan assessment services. This allows clients to get a comprehensive understanding of their current retirement plan and identify any areas that may need improvement. Overall, the firm is committed to providing high-quality investment advice and personalized service to help clients achieve their financial goals and secure their financial future.

REEDMARK ADVISORS, LLC serves a variety of clients from a range of industries. Their extensive client base includes pension and profit sharing plans, as well as charitable organizations. Each client is provided with customized financial advice and guidance tailored to their specific needs and objectives. The firm’s experienced team of financial experts work with each client to understand their individual financial goals and provide them with personalized solutions. When it comes to fee structures, REEDMARK ADVISORS, LLC offers a range of options to suit the needs of each of their clients. One fee structure available is based on a percentage of assets under management (AUM). This means that the firm charges a percentage of the client’s total investment assets that they manage. Another fee structure is an hourly rate, where the client is charged for the time the firm spends providing financial advice and services. Other types of fees are also available depending on the specific service provided. With their flexible fee structures, REEDMARK ADVISORS, LLC ensures that their clients receive the best value for their money while receiving top-quality financial guidance.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Reedmark Advisors, LLC mentions investment minimums for both their portfolio management and pension consulting services. For portfolio management, there is an account minimum of $500,000, which the firm states may be waived at their discretion. For pension consulting, the account minimum is higher at $5,000,000, again with the possibility of waiver at the firm's discretion.

How This Office Can Help Somerset, NJ Residents

Reedmark Advisors, LLC is a financial advisory firm that assists clients in Somerset, NJ with a range of financial situations. For individuals facing retirement, the firm offers retirement planning services to help clients navigate the complexities and uncertainties of retirement. Meanwhile, for those who are just starting out in their careers, Reedmark Advisors, LLC provides investment advice to ensure that their clients are making informed decisions regarding their finances. Additionally, the firm offers tax planning services that help clients minimize their tax liability, ensuring that they keep more of what they earn. One common financial situation that someone living in Somerset, NJ might face is paying off a mortgage. Reedmark Advisors, LLC can help clients develop a plan to pay off their mortgage as quickly and efficiently as possible, allowing them to build equity in their home and reduce their debt. Another common situation is saving for college, and the firm can help clients create a savings plan that will enable them to pay for their children's education without sacrificing their own financial goals. Overall, Reedmark Advisors, LLC assists clients in Somerset, NJ in achieving their financial objectives, regardless of their financial situation.

To view the Minimum Investment and Fee Schedule for Reedmark Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Reedmark Advisors, 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 Reedmark Advisors, 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
Other
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees

Types of Clients


This Office Location

Firm location 92 E Main St, Somerville, NJ 08876, USA
Phone (908) 300-5292
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 92 EAST MAIN STREET, SUITE 203, SOMERVILLE, NJ 8876, United States

This firm has no other locations.

State Registrations

Reedmark Advisors, LLC is registered to service clients in the following states:

  • New Jersey
  • Pennsylvania

Disciplinary History

Reedmark Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.