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 $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable at the firm's discretion.
Fee Estimator
The annual investment advisory fee is based on a percentage of the market value of assets managed. The fee is 1.00% on the first $1,000,000 and 0.75% on amounts over $1,000,000. The firm generally requires a minimum asset level of $500,000. Financial planning and consulting fees range from $500 to $3,000 on a fixed fee basis, or $200 to $300 per hour. The investment advisory fee is negotiable at the firm's discretion. Pension consulting fees range from 0.25% to 0.50% of plan assets.
Areas of Practice
Advisor Information
Office location
1973 Washington Valley Road, Martinsville, NJ, 08836-2053
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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