| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Some clients have prior negotiated arrangements outside the basic fee schedule. Multiple accounts in one household can be combined for breakpoint discounts.
180 South Clinton Ave, Suite 300, Rochester, NY, 14604
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Learn about disclosures →Jennifer owns a part-time law practice focused on estate planning and real estate. She spends about 10-20% of her time on this activity, with 5-10 hours per week occurring during trading hours.