Barrister Wealth Management

Barrister Wealth Management (CRD# 153598) is a financial advisory firm headquartered in Absecon, NJ. They manage $17,076,263 in 124 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $137,712
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, PA

Financial Advisors at Barrister Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Charles C. Weeks
CRD#: 4456697
701 Somerstown Lane, Suite 101, Absecon, NJ 08205
96
Wealthminder
score

Charles Weeks (CRD# 4456697) is an Investment Advisor Representative working at Barrister Wealth Management in Absecon, NJ and has over 10 years of experience in the finance industry. Charles Weeks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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