| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $100K | 1.50% |
| $100K - $200K | 1.25% |
| $200K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees may be negotiable on a client-by-client basis.
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Learn about disclosures →Stephen is a fixed insurance broker and sole proprietor, earning commissions since 1991, dedicating about 10-20% of his time. He also has extensive real estate holdings, teaches financial management at NYU, and is President of Prometheus Capital Management Corp, an RIA, spending about a quarter of his time on this.