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 $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiated.
Fee Estimator
Investment management fees are based on a percentage of your assets (see table for rates). Financial planning fees are negotiable, generally $350/hour or $1,000 to $10,000 on a fixed fee basis. Actual investment management fees may be negotiated. Supervised persons may receive commissions for selling insurance and securities products.
Areas of Practice
Advisor Information
Office location
106 Main Street, Suite D, Matawan, NJ, 07747
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a small investor in a startup franchise, an insurance agent selling life and disability products, and co-owner of GRANTvest Financial. He also has an LLC for processing life and supplemental health insurance business, and a DBA for marketing services.