Northwest Criterion Asset Management

Northwest Criterion Asset Management at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 2 advisors are listed here.
• Its Form ADV reports 3 employees and 74 individual clients, 31 of them high net worth.
• Its average account is about $767,000 (assets it manages divided by its 76 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Northwest Criterion Asset Management fees

Northwest Criterion Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Charlotte Camp

• Michael Camp

Other fee-only firms in Princeton

• Novi Wealth Partners
• Premier Financial Planning, Inc.
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• Sabadoodle
• Songbird Capital
• Adviso Wealth
• Berunda Capital Management
• Halberstadt Financial Consultants, Inc.

Fee-only advisors in New Jersey