| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $75.0M | 0.65% |
| $75.0M - $150.0M | 0.50% |
| $150M+ | 0.35% |
Fees are negotiable on a client-by-client basis.
Haddonfield, NJ
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Learn about disclosures →Kevin is an adjunct professor at Drexel University since January 2020, dedicating about 10-20% of his time. He also serves as Commissioner and Deputy Mayor for the Borough of Haddonfield since May 2021, spending a few hours per week on this role.