Jersey Shore Portfolio Management, LLC fees
Financial planner in Point Pleasant, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 6, 2026, Jersey Shore Portfolio Management, LLC (Point Pleasant, NJ) charges a flat or project fee of up to $5,000 for financial planning.
- Website: jerseyshoreinvest.com (opens in new tab)
- Call (732) 206-6015
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change.
- Flat or project fee
- Up to $5,000
Can go up to $5,000; the New Jersey median is $4,750.
“JSPM offers financial planning or consulting services on a fixed fee basis ranging from $50 to $5,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- 2 employees
- Registered since
- 2012 (14 years)
How Jersey Shore Portfolio Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the discretion of the Advisor.”
- “Fees and Termination Account Portfolio Management For monthly fees, JSPM is compensated for its services in advance of the month in which investment advisory services are rendered.”
- “Upon termination, the Advisor will refund any unearned, prepaid Investment Advisory Fees from the effective date of termination to the end of the month.”
About Jersey Shore Portfolio Management, LLC
- Founded: 2007 (19 years).
Planning areas mentioned in the brochure
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, a percentage of assets under management, and performance based fees
- Clients
- 53
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
- Assets managed
- $22.5 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 6, 2026
- CRD number
- 164487 (opens in new tab)
- Phone
- (732) 206-6015
Registered in 4 states: Nebraska, New Jersey, New York, Texas
More planners in New Jersey that publish fees
- Choice Asset Management LLCLakewoodHourly $250/hr
- 3I Wealth Management LLCFairfieldFlat $1,800-$6,000, Annual $2,500/yr
- Virtus Wealth SolutionsCranfordHourly up to $500/hr
- IEM Asset Management, LLCRed BankFlat $1,000-$50,000
- KAI AdvisorsPrinceton JctHourly up to $300/hr, Flat $2,000-$15,000
- Webb Financial Planning LLCHaddon HeightsHourly $250/hr, Quarterly $625-$2,500/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.