| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
River Vale, NJ
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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 →Justine is the trustee of the Justine Perdomo Revocable Trust and the Shaun H. Trimblett Revocable Trust, spending minimal time on each. She also provides consulting and analytics to another broker, dedicating about 10% of her time to this activity.