| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are generally not negotiable, but the firm has the right to reduce or waive the management fee charged to any client account.
Westfield, 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 →Henry serves as an Independent Director and member of the Audit Committee for Skillz Inc., an eSports and gaming company, since August 2022. This requires approximately 15 hours a month, mostly on weekends and evenings, and involves core fiduciary duties.