Private Client Group Asset Management fees and pricing
Financial planner in Gladstone, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Private Client Group Asset Management charges $350 an hour and a flat or project fee of $1,000-$5,000 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.
- Hourly rate
- $350/hr
“As an hourly charge at the rate of up $350 per hour; or 3.”
- Flat or project fee
- $1,000-$5,000
“As a fixed fee, typically ranging from $1,000 to $5,000; 2.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Private Client Group Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The advisory fee you pay to the TPMM is established and payable in accordance with the brochure provided by each TPMM to whom you are referred.”
- “These fees may or may not be negotiable.”
- “You should review each TPMM brochure for specific information on how you may terminate your advisory relationship with the TPMM and how you may receive a refund, if applicable.”
How Private Client Group Asset Management’s fees compare
- Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 is below the New Jersey median of $5,000. 35% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About Private Client Group Asset Management
“Additionally, our firm offers financial planning services.”
- Firm size: 5 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 109
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $143,087,798
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148208
- Phone
- (908) 719-3024
Can advise clients in 6 states: Florida, New Hampshire, New Jersey, New York, Pennsylvania, Texas
Other planners in New Jersey that publish fees
- 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
- Ahara AdvisorsJersey City$1,000/hr
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.