Advisor at Shapiro Asset Management, LLC
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Firm
Shapiro Asset Management, LLC
Location
Denville, NJ
Credentials
Series 65
Industry experience
18 years
Marc Shapiro is a Series 65-licensed financial advisor with 18 years of industry experience. He has been with Shapiro Asset Management, LLC since 2008, serving clients from Denville, NJ. Shapiro Asset Management provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers customized, long-term focused portfolios primarily composed of ETFs, individual stocks, and bonds, using fundamental and technical analysis with emphasis on risk management through asset allocation and diversification.
Based on Shapiro Asset Management, LLC
0.80% to 1.5% annually (negotiable based on size and complexity)
Up to $300 per hour for consultation
Account minimum: $400,000 Fee-only: Investment advisory fees as a percentage of assets under management, charged quarterly in arrears.
Denville, NJ
New Jersey
Shapiro Asset Management, LLC
2008 - Present (18 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
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They offer tax and accounting services, typically for separate fees.
Lawyer
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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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