| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
At the firm’s discretion, RWM may combine the account values of family members to determine breakpoints and applicable advisory fees.
6464 Lower York Road, New Hope, PA, 18938
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Jade is a managing member of Hale Street Holdings LLC, a holding company for service-based businesses, dedicating minimal time. She also works as a part-time ice hockey coach for Princeton Day School, spending about 10% of her time on this role.