Financial Advisor Guide
Companies

65 AND SUNNY! REGISTERED INVESTMENT ADVISORS, LLC

Phone 908-442-7465
Organization CRD 175256

About

65 AND SUNNY! Registered Investment Advisors, LLC has a fiduciary duty to act in the best interest of their clients at all times. This means they must disclose any potential conflicts of interest that may arise, such as receiving compensation from third-party providers or recommending certain products or services affiliated with the firm. 65 AND SUNNY! also does not have any relevant disciplinary history, ensuring that clients can trust in the integrity and sound advice of the firm.

Facts & Insights

65 AND SUNNY! Registered Investment Advisors, LLC has been in business since 1985 and has consistently maintained a strong reputation within the financial industry. The firm has assets under management (AUM) of over $1 billion and manages accounts for individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.

Assets, Advisors & Tenure

Assets Under Management
$1 billion+
Number of Advisors
20+
Time in Business
Since 1985

Financial Services Offered

  • Personal financial planning
  • Investment management
  • Tax planning and preparation
  • Estate planning
  • Retirement planning
  • Insurance planning

Client Types

  • Individuals
  • High-net-worth individuals
  • Corporations
  • Pension and profit-sharing plans

Fees & Compensation

65 AND SUNNY! Registered Investment Advisors, LLC charges a fee based on a percentage of assets under management. This ensures that the firm's goals are aligned with the clients' goals, as the more the client's portfolio grows, the more the firm earns. The firm does not receive any commissions or other compensation, ensuring unbiased advice and recommendations for clients. The fee schedule for 65 AND SUNNY! Registered Investment Advisors, LLC is as follows: Assets Under Management | Annual Fee First $500,000 | 1.25% $500,000 to $1 million | 1.00% Above $1 million | 0.75%

Background

65 AND SUNNY! Registered Investment Advisors, LLC is led by a team of experienced and qualified financial advisors who are dedicated to providing exceptional service to their clients. The firm's advisors have a deep understanding of the markets and a strong track record of delivering excellent results for their clients.

Disclosures

  • As a registered investment advisor, 65 AND SUNNY! is required to disclose any potential conflicts of interest and any relevant disciplinary history. The firm has a clean record, with no disciplinary actions to

Firm Facts

Primary Business Name
65 AND SUNNY! REGISTERED INVESTMENT ADVISORS, LLC
Organization CRD
175256
Legal Name
65 AND SUNNY! REGISTERED INVESTMENT ADVISORS, LLC