| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Amounts over $5 million are negotiable.
100 Great Meadow Road, Suite 502, Wethersfield, CT, 06109
Get directionsEric owns JN Financial LLC, an insurance agency, and dedicates full-time hours to it, including a significant portion during securities trading hours. Eric also receives royalties as an author, representing a separate business activity.