| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is a trade threshold of 80 trades per year, after which a fee of $35 per trade will be assessed.
1001 yamato rd., Boca Raton, FL, 33431
Get directionsJustin is a franchise owner of 37/44 LLC, owner of JG Phoenix, LLC, and a member of TAM Investments LLC, all vitality clinics or investment clubs. He dedicates minimal time to JG Phoenix and TAM Investments, and no time to 37/44 LLC or Stern Wealth Management LLC.