Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
For Equity and Balanced assignments (except Growth, Concentrated Growth, Core Growth and Young Enterprise Shares (YES) strategies).
Fee Estimator
Princeton Capital charges a fixed-percentage annual fee based on assets under management, payable quarterly in advance. Fees may be negotiable based on circumstances. Clients incur brokerage, custodial, and other transaction costs. Wrap program fees are determined on a case-by-case basis with each broker-dealer. Certain minimum fees may apply. Fees may be reduced or waived for certain accounts, non-profit organizations, officers, employees, family members, and related entities. Legacy clients may have different fee schedules.
Areas of Practice
Advisor Information
Office location
331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074
Get directionsRegulatory History (1)
Regulatory
October 2011Other Business Activities
Alfred is involved in numerous board and advisory roles for various companies, including Realpage Inc., Security First Corp, XBRL US, and others. He also works as a consultant for Centra Technologies, Arete Associates, and Safeguard Scientifics, dedicating minimal time to each activity.