| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.75% |
| $750K - $1.5M | 1.60% |
| $1.5M - $3.0M | 1.45% |
| $3M+ | 1.30% |
Fees are negotiable.
Investment management fees are based on a percentage of your assets under management, billed monthly in advance. Financial planning fees range from $150 to $1,000 per hour or $2,500 to $100,000 as a fixed fee, depending on the scope of service. Estate planning coordination fees range from $300 to $10,000. Flourish Cash and StoneCastle Cash Management accounts incur an annual admin/service fee of 0.15%.
1249 S. River Road, Suite 103, East Windsor, NJ, 08512
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