Wachtel Capital Management, LLC is a fee-based, independent Financial Planning Firm based in Montville, New Jersey. Our philosophy is to provide individuals, families and business owners with an approachable, trusted advisor who is always on a quest to do what is right for you, our clients and friends!
Our mission is to create, protect and maintain wealth for our clients through a long term effective asset management and insurance planning relationship. We build our client relationships based on trust, competent professional advice, continual communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals and keeping them informed of the process and achievement of these goals.
Our success is based on our avid commitment to research and knowledge. We have equipped our business with the most advanced technology and aligned ourselves with the top professionals available in the financial service, legal and tax planning industries and utilize each of them to the fullest. These investments in our business have allowed us to give our clients the intensely personalized investment and insurance planning services deserved by all.
|States Licensed in:||NJ, NY, DE, MS, AZ,|
|Number of Years with Current Firm:||1|
|Work Experience:||Partner at Horizon Point Wealth Management, LLC.|
|I work with the following types of clients:||Businesses , Individual Investors , Non-Profit Organizations|
|Investment Types:||Bonds , Options & Futures , Stocks , Alternative Investments , Insurance , Annuities , Mutual Funds , International Investments , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office , At your home , At your office , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||I am a fee-based financial professional|
|Minimum Portfolio Size for New Managed Accounts:||50,000|
|Compensation Methods:||Commissions , Based on Assets|
|Fee % Based on Assets:||1|
|Minimum Fee Charged for Managed Accounts:||1|