Forever Wealth LLC
Forever Wealth LLC (CRD# 288480) is a financial advisory firm headquartered in Clinton, NJ. They manage $1,591,114 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$318,223
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Forever Wealth LLC
1
Daniel Legiec (CRD# 5318116) is an Investment Advisor Representative working at Forever Wealth LLC in Clinton, NJ and has over 9 years of experience in the finance industry.
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