| 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.
100 Wood Avenue South, Suite 209, Iselin, NJ, 08830
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Learn about disclosures →Eric is involved in financial counseling, including estate and income tax planning, as well as insurance planning through The Leogroup, LLC and Massey Quick Wealth Solutions. Eric is also a licensed insurance agent.