Fees for investment supervisory services, model portfolio management, and pension consulting typically range from 0.25% to 2.95% of assets under management, and are negotiable between the client and their IAR. Portfolio Management Services and Pension Consulting Services may also be charged as a fixed fee, negotiated on a case-by-case basis. Financial planning fees range from $50 to $800 per hour or are charged on a fixed fee basis. Consulting fees will have an annual rate not to exceed 2.50% of plan assets or a fixed fee between $1,000 and $15,000.
100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866
Get directionsDavid operates Harper & Hodge as an investment advisory and brokerage business since 2010. He is also a volunteer board member at West AirComm Federal Credit Union and an owner/partner in a business selling fixed annuities and life insurance, dedicating a few hours per week to each.