| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are subject to negotiation.
350 Us Highway 46, Mine Hill, NJ, 07803
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Learn about disclosures →David coaches at the Randolph YMCA, dedicating minimal time. He also serves as an investment advisor representative under PFS Partners, LLC, spending nearly full-time on activities like financial planning and retirement plan consulting. David also has a non-variable insurance DBA, Precision Financial Services Inc., and spends minimal time on fixed insurance.