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 $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fee Estimator
Investment management and advisory fees are charged as a percentage of assets under management. For retail clients, the management fee schedule is 0.50% on the first $50 million, 0.40% on the next $50 million, and 0.30% thereafter per year. Institutional client fees range from 0.03% to 0.50% depending on investment objectives and the dollar amount of the investment. Clients may also incur investment management fees from selected managers. ResearchFlex subscription fees start at $100,000 per year.
Areas of Practice
Advisor Information
Office location
1800 American Blvd., Suite 300 - Pod D, Pennington, NJ, 08534
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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