| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is a trade threshold of 80 trades per year, after which a fee of $35 per trade will be assessed.
199 Broad Street, Red Bank, NJ, 07701
Get directionsNo 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 →Edward is a registered representative/investment advisor representative at Smallwood Wealth Management, dedicating full-time hours. He is also a member/insurance agent at Smallwood Associates, LTD, spending about half his time providing insurance services, and a sole member of Educational Lane, LLC, spending minimal time on property management.