| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Amounts over $5 million are negotiable.
100 Great Meadow Road, Suite 502, Wethersfield, CT, 06109
Get directionsJoel is the owner/operator of J.N. Financial LLC, providing insurance services (life, health, and fixed). He also owns a small interest in EQIS Holdings, is the owner of Rainmaker Consulting, LLC (teaching/coaching/training), is a member/investor in two real estate LLCs, serves on the board of directors for Connecticut Community for Addiction Recovery, and is the owner/managing member of Financial Retirement Solutions LLC.