Sacks & Associates, LLC

Retirement Planning Firm in Martinsville, NJ

Firm Info
Address: 1160 US-22 Ste 202, Bridgewater Township, NJ 08807, USA
Phone: (908) 864-4950

Firm Size
Assets Under Management: $190.5 million
# of Advisors: 4
# of Clients: 354
Client to Advisor Ratio: 89:1
Average Account Size: $538,136
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

* required fields

Sacks & Associates, LLC Overview

SACKS & ASSOCIATES, LLC is a fee-based registered investment advisory firm that has been operating in Bridgewater, NJ, since 2015. The firm provides comprehensive financial planning and portfolio management services to individuals, small businesses, and institutional clients. As a broker-dealer representative and licensed insurance broker/agent, SACKS & ASSOCIATES has the expertise to provide sound investment advice in an ever-changing landscape. The firm's portfolio management services are tailored to meet the unique needs of each client, drawing on a deep understanding of their investment goals, risk tolerance, and time horizons. Whether you are looking to manage your personal wealth or grow your business assets, SACKS & ASSOCIATES can help you achieve your financial objectives. With a fee-based approach, SACKS & ASSOCIATES is committed to providing transparent, unbiased financial advice and ensuring that their clients' interests are always put first. The firm's experienced professionals work closely with clients to develop personalized investment strategies that align with their long-term goals. If you're looking for an investment advisory firm with a proven track record of success, SACKS & ASSOCIATES, LLC is an excellent choice.

SACKS & ASSOCIATES, LLC serves a diverse range of clients, including individuals and high net worth individuals. From young professionals to retirees, the firm provides a variety of financial planning and investment advice tailored to each client's unique goals and needs. For those seeking more customized and complex solutions, the firm offers comprehensive wealth management services. A typical client of SACKS & ASSOCIATES, LLC is someone who values professional guidance and wants to make informed financial decisions for themselves and their families. When it comes to fee structures, SACKS & ASSOCIATES, LLC offers various options depending on the service provided. For investment management and wealth management services, the firm operates on a percentage of assets under management (AUM) fee structure. This approach means that clients pay the firm a percentage of their investment portfolio's total value, ensuring that the fee aligns with client success. For those seeking financial planning services, the firm may charge an hourly fee or a flat fee based on the scope of work. In some cases, SACKS & ASSOCIATES, LLC may offer a retainer-based fee structure, where the client pays a set amount to receive ongoing financial advice. Regardless of the fee structure selected, the firm prioritizes transparency and works closely with clients to ensure they fully understand the costs associated with each service.

Typical Clients, Fee Structures & Investment Minimum

According to Sacks & Associates, LLC's Part 2 Brochure, the firm requires a minimum investment of $250,000 in order to become a client. The note on investment minimums states, "In general, we require a minimum investment of $250,000. However, we may waive or reduce this minimum in our discretion." Therefore, it is possible for the firm to waive or reduce the investment minimum on a case-by-case basis, but the standard minimum is $250,000.

How This Office Can Help Martinsville, NJ Residents

Sacks & Associates, LLC is a financial consulting firm that provides a range of services to clients in Martinsville, NJ. As a full-service firm, they offer comprehensive financial planning, investment management, retirement planning, and tax planning services. The firm takes a personalized approach to each client's situation, taking into account their unique goals and financial needs. As a resident of Martinsville, NJ, you may be facing financial challenges such as managing debt, saving for retirement, or navigating the complexities of taxes. Sacks & Associates, LLC provides solutions to these challenges through a combination of financial planning services and investment management strategies. They can help you create a comprehensive financial plan that addresses your specific needs and goals. Additionally, they can help you navigate complex tax laws and provide advice on ways to minimize your tax liabilities. With their guidance, you can take control of your finances and achieve financial security for your future.


Services Offered by Sacks & Associates, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sacks & Associates, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1160 US-22 Ste 202, Bridgewater Township, NJ 08807, USA
Phone (908) 864-4950
Opening Hours
  • Mon 9 AM–4 PM
  • Tue 9 AM–4 PM
  • Wed 9 AM–4 PM
  • Thu 9 AM–4 PM
  • Fri 9 AM–4 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 1160 ROUTE 22 EAST, BRIDGEWATER, NJ 8807, United States

This firm has no other locations.

State Registrations

Sacks & Associates, LLC is registered to service clients in the following states:

  • Arizona
  • Florida
  • Maryland
  • New Jersey
  • New York
  • Pennsylvania
  • Texas

Disciplinary History

Sacks & Associates, LLC does not have any disclosures. Please visit it's Form ADV for more details.