| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
For Equity and Balanced assignments (except Growth, Concentrated Growth, Core Growth and Young Enterprise Shares (YES) strategies). Fees may be negotiable where special circumstances prevail.
331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074
Get directionsAlfred is involved in numerous board and advisory roles for various companies, including Realpage Inc., Security First Corp, XBRL US, and others. He also works as a consultant for Centra Technologies, Arete Associates, and Safeguard Scientifics, dedicating minimal time to each activity.