| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees for fixed income strategy are reduced by 50% from the standard fee schedule.
120 White Plains Road, Suite 135, Tarrytown, NY, 10591
Get directionsStephen is a licensed insurance agent and implements insurance recommendations through Lasalle St. Insurance Services, Inc. This activity takes about 10% of his time.