| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
The annual fee is negotiable.
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsMichael is a life, health, property, and casualty insurance agent since 2019, dedicating about 10-20% of his time to this. He also refers business clients for insurance products and services for AFLAC, spending a few hours per week, and sells insurance-only products through Penn Global Marketing, dedicating about 10-20% of his time.