| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
The annual fee is negotiable.
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsNabil sells life, disability, and long-term care insurance, dedicating a few hours per week to soliciting and servicing clients' insurance needs. He also manages an Airbnb rental, spending about 10% of his time on it.