Zdr Wealth Management, LLC (Moorestown)

Name: Zdr Wealth Management, LLC
Address: 70 E. Main Street, Moorestown, NJ, 08057
Telephone: 856-234-3550

Zdr Wealth Management, LLC is a large advisory firm based in Moorestown. It manages $87.72 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of New Jersey and Pennsylvania.

Zdr Wealth Management provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Zdr Wealth Management: assets under management

The assets under management (AUM) of Zdr Wealth Management, LLC is $87.72 million. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $78.88 million in discretionary accounts and $8.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $314.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.77 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zdr Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Moorestown

The principal office where Zdr Wealth Management, LLC performs its advisory services is located at 70 E. Main Street, Moorestown, NJ 08057, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856-234-3550 or by fax 856-234-3577. The normal business hours are 9:00 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.zdrcpa.com.

Zdr Wealth Management, LLC (Moorestown)

Zdr Wealth Management: assets under management

Fees & Commissions

Based in Moorestown

Registered investment advisers similar to Zdr Wealth Management, LLC