| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable and may be adjusted based on the depth and complexity of services offered. The fee for accounts over $10,000,000 is negotiable.
216 Essex Street, Salem, MA, 01970
Get directionsRobert is an instructor at Salem State College School of Business, teaching an investment management course since 2003. He teaches one class for one or two semesters each school year, dedicating about 10-20% of his time.