| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
East Chatham, NY
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Learn about disclosures →Alan works as an investment advisor through FSP Advisors, Inc. and is also a NRA certified pistol instructor. Additionally, Alan is the 100% owner of The Balance Sheet, Inc. for tax return preparation, assists the East Chatham Fire Dept, and sells employee benefits insurance.