| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable at the firm's discretion.
1973 Washington Valley Road, Martinsville, NJ, 08836
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 →Kenneth is the managing member of Courtside Racquet Club LLC, a tennis club, since 2005. He spends about 10-20% of his time supervising the general manager, attempting to minimize involvement during securities trading hours.