Advisor at Black Coral Financial Advisors, LLC
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Firm
Black Coral Financial Advisors, LLC
Location
Mount Olive, NJ 07828
Credentials
Series 63, Series 66
Industry experience
11 years
Dennis Galvin is a financial advisor with Black Coral Financial Advisors, LLC in Oceanport, NJ. He holds Series 63 and Series 66 licenses and has 11 years of industry experience, including 12 years with Black Coral. Black Coral Financial Advisors manages approximately $936 million in client assets, primarily serving high-net-worth individuals and employer-sponsored programs. The firm combines team-based portfolio management, model allocations, and third-party manager recommendations with individualized planning that incorporates asset allocation, tax, and estate considerations.
Based on Black Coral Financial Advisors, LLC
Based on Black Coral Financial Advisors, LLC
Based on Black Coral Financial Advisors, LLC
Seminar fees range from $5,000 to $250,000; fixed fees for reporting services starting at $1,500 annually.
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.95% $2,000,000 - $3,000,000: 0.90% $3,000,000 - $4,000,000: 0.85% $4,000,000 - $5,000,000: 0.80% $5,000,000+: 0.75%
Account minimum: $500,000 Fee-only: Annual fees for financial counseling range from $0 to $100,000, negotiable and variable based on services and client circumstances.
350 Clark Drive, Suite 320
Mount Olive, NJ 07828
New Jersey · Texas
Black Coral Financial Advisors, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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