| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable and may be lower based on client tenure or advisor discretion.
15 E Ridge Pike, Conshohocken, PA, 19428
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Learn about disclosures →Paul is an independent insurance agent selling disability, life/accident/health, and LTC insurance, dedicating a few hours per week. He is also involved in several real estate investment and management LLCs, a passive private investment, and serves as a board member for The Economy League of Philadelphia and the Jewish Business Network.