Advisor at Asset Advisory Group, Inc.
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Firm
Asset Advisory Group, Inc.
Location
Kinnelon, NJ 07405
Credentials
CFP®, Series 63
Industry experience
30 years
Paul Zoch is a CFP® with 30 years of industry experience, currently serving as an advisor at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and has engaged in life, health, and disability product sales through various insurance carriers. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing customized financial planning and asset management services. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.
Based on Asset Advisory Group, Inc.
Based on Asset Advisory Group, Inc.
Fixed fees for full-service financial planning generally range from $1,500 to $15,000.
0.25% to 1.00% annually
Up to $750.00 per hour for principals and associates; $50.00 per hour for staff.
Fee-only: Fee-only basis for asset management services; no commissions or 12b-1 fees accepted.
170 Kinnelon Road
Kinnelon, NJ 07405
New Jersey · Texas
Asset Advisory Group Inc.
1994 - Present (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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