| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
234 Kinderkamack Road, Oradell, NJ, 07649
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Kathryn works for Traphagen & Traphagen CPAs, performing administrative duties and tax return preparation. This takes about 20% of her time from January to April, and a few hours per week for the rest of the year.