Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

Private Client Members, those who invest $1 million or more with Prestige Capital Strategies, receive our highest level of attention and service. You have direct access to a Certified Financial Planner™ in addition to the team of licensed advisors assigned to all of our clients. Each quarter, you also receive a full financial review, either in person or remotely, leveraging our technology to provide you with a full analysis of all your accounts, even ones you aren’t managing with Prestige Capital Strategies.

 


 

Additional Benefits Of Being A Private Client.

 


 

 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, EdisonExceptional Service

 

Personalized service and best in industry technology is the foundation of our Private Client model. Have direct access to your CERTIFIED FINANCIAL PLANNER(tm) professional and responses to e-mail and phone calls within 24 hours. Want to know more about the Strategists managing your portfolio? We invite you onto the portfolio review and market outlook calls

 

 

 


 

Integrated Investment Planning

We understand that as you obtain more wealth, your situation Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edisonbecomes even more complicated and complex. We have the knowledge and resources to help plan for any situation that might arise. Our advanced planning team will discuss with you all options and alternatives and even help with the implementation. Our attorneys can help review wills, trusts, power of attorney etc... You name it we can pretty much help. We are your quarterback.

 

 

 

 


 

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

Integrated Tax Planning

When you are a Private Client, we make sure your tax returns are done right. We have teamed up with a Certified Public Accountant team to complete and file your tax returns if you choose. Should you have a CPA you currently work with, that's fine. They can cross check what they are doing for you and it is included in the one low asset management fee.

 

 

 

 


Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison

 

           

 

            Private Client Fees First $2 Million: 0.99%

                    $2 - $6 Million: 0.89%

                   $6 - $10 Million: 0.69%

                   Over $10 Million: 0.59%

 

 

 

 

 


 

Interested In Becoming A Private Client?

Financial Planner, Retirement Planning, Asset Management, Life Insurance, Annuities, New Jersey, NJ, Edison