John Zeltmann
Advisor at S.F. Ehrlich Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at S.F. Ehrlich Associates, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Cranford, NJ 07016
Credentials
CFP®, CFA®, Series 65
Industry experience
17 years
John Zeltmann is a CFP®, CFA®, and Series 65 credentialed advisor with 16 years of industry experience. He has been with S.F. Ehrlich Associates, Inc. since 2007 and previously worked at RegentAtlantic Capital from 2008 to 2016. S.F. Ehrlich Associates provides discretionary investment management, financial planning, and consulting services primarily to individual and high-net-worth clients and their affiliated trusts and estates. The firm uses a strategic asset-allocation framework with a core-and-satellite approach, emphasizing passive mutual funds and ETFs while selectively adding active managers.
Based on S.F. Ehrlich Associates, Inc.
Financial planning fees generally range from $1,500 to $5,000; consulting fees generally range from $500 to $600, both on fixed fee basis
$0 - $1,000,000: 1.00% $1,000,001+: 0.75%
Account minimum: $500,000 Minimum fee: $5,000 annual minimum fee Fee-only: Investment advisory fees based on assets under management; financial planning and consulting fees charged on fixed fee basis; no commissions accepted
15 Alden Street, Suite 12
Cranford, NJ 07016
New Jersey · Texas
RegentAtlantic Capital
2008 - 2016 (8 years)
S.F. Ehrlich Associates, Inc.
2007 - Present (19 years)
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Accountant / CPA / tax prep
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Lawyer
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