HJSCM charges an advisory fee based on assets under management, billed quarterly in advance unless billing in arrears is selected. The MPP has a minimum account balance of $50,000, but this may be waived. Fees are negotiable and typically range from 1.25% to 2.50% annually. Envestnet charges a $25 flat annual operational fee. Financial planning reports and analyses are billed at $300/hour with a 5-hour minimum, but this fee may be waived.
331 Newman Springs Road, Building 2, Suite 312- 3rd Floor, Red Bank, NJ, 07701
Get directionsElizabeth is an investment adviser representative of HJ Sims Capital Management, dedicating about 15% of her time to this role. She also spends about 10% of her time on insurance-related business, while her primary focus is providing brokerage services.