Nisonoff & Quadrel Investment Management LLC fees and pricing
Financial planner in East Brunswick, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Nisonoff & Quadrel Investment Management LLC charges a flat or project fee of $1,500-$3,000 and a monthly fee of $250-$400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$3,000
“The cost for Financial Planning can either be a fixed fee of $1,500 to $3,000 for a single comprehensive financial plan or an annual financial planning subscription service for $250 to $400 per month.”
- Monthly fee
- $250-$400/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nisonoff & Quadrel Investment Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
- “At no time will Nisonoff & Quadrel Investment Management LLC require payment of more than $500 in fees more than six months in advance.”
How Nisonoff & Quadrel Investment Management LLC’s fees compare
- Its flat or project fee of $1,500-$3,000 is below the New Jersey median of $5,000. 21% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Nisonoff & Quadrel Investment Management LLC
“Our Firm’s History Nisonoff & Quadrel Investment Management LLC was established in 2023 to provide financial planning and investment management services. Nisonoff & Quadrel Investment Management LLC offers both investment management and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $569,058
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328905
- Phone
- (732) 254-3000
Other planners in East Brunswick that publish fees
- PCB Capital LLCEast Brunswick$400/hr, $1,000-$25,000
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
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.