Center for Asset Management, LLC logo

Center for Asset Management, LLC

Updated today

Client assets under management

$254,192,626

Clients

284

30% high-net worth

Advisors

2

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

142

Very High

Average account size

$895,044

About

Center for Asset Management provides discretionary asset management, written financial planning, and retirement-plan consulting to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm also offers occasional educational seminars and workshops and implements client portfolios through qualified custodians and third‑party platforms.

The firm’s advisers employ charting, fundamental and technical analysis and may use mutual funds, ETFs, individual equities, fixed income and options strategies across both short- and long-term trading horizons. Many client accounts are managed on the AssetMark advisory platform, where the firm selects Investment Solutions or sub‑advisers and retains responsibility for overall suitability and allocation decisions.

The brochure discloses several features that distinguish the firm from many peers: a principal who provides legal services through a separate law practice, advisers who are licensed to sell insurance and annuities (with potential commission conflicts), and a prior regulatory consent order and fine in 2017. The firm also describes platform-related business development allowances and the availability of seminars, each noted in the brochure as arrangements that clients should consider when evaluating potential conflicts of interest.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Annuities Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0+: 0.70% to 1.50% annually (negotiable) $0+: AssetMark platform fee 0.10% to 1.0% annually (depending on Investment Solutions/Sub-Advisers)

Project-based

$300 per hour for financial planning and consulting services

Other

Account minimum: $10,000 (minimum account size, waivable) Fee-only: Financial planning and consulting charged at $300 per hour

Main office location

Center for Asset Management, LLC

3399 Pga Boulevard, Ste 320

Palm Beach Gardens FL 33410, United States

Number of offices

1

Most active in

Connecticut · Florida · New York · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Peter B

Series 66

Palm Beach Gardens, FL

Center for Asset Management, LLC

Peter Blatt is a financial advisor at Center for Asset Management, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at Center for Asset Management since 2008 and at Blatt Financial Group LLC since 2002. In addition to his advisory role, Blatt is a licensed attorney practicing estate planning law through Blatt Legal, PLC. Center for Asset Management serves individual and high-net-worth clients as well as retirement and profit-sharing plans, offering discretionary asset management, financial planning, and retirement-plan consultations. The firm employs a range of investment strategies including charting, fundamental and technical analysis, long- and short-term trading, and options writing, often using third-party advisory platforms and sub-advisers.

Annuities Active portfolio management Options & derivatives strategies
user avatar

Darren H

Series 65

Palm Beach Gardens, FL

Center for Asset Management, LLC

Darren Hardersen is a financial advisor with Center for Asset Management, LLC and holds a Series 65 designation. He has 18 years of industry experience, including roles at Blatt Financial Group and his own firm, Tdhg Hardersen Group Inc. In addition to advisory work, he is involved in commission-based insurance sales through Blatt Financial Group LLC. Center for Asset Management, LLC serves individual and high-net-worth clients as well as retirement and profit-sharing plans, offering discretionary asset management, financial planning, and retirement-plan consultations. The firm manages approximately $229 million for about 284 clients, utilizing a combination of charting, fundamental, and technical analysis, with strategies that include long- and short-term trading and options writing.

Annuities Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")