| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable with each client. Client relationship may be established and exist where the fees are higher or lower than the fee schedules provided above.
1 Tara Boulevard, Ste. 200, Nashua, NH, 03062
Get directionsCarl is the President & CEO of CJS Financial Corp., which handles branch office-related expenses, and President/Advisor/Owner of CJS Financial Advisors, a registered investment advisor and insurance agency. He also works as a licensed real estate sales associate and a Senior Managing Director for a private fund, dedicating nearly all of his time to the latter.