| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
For Equity and Balanced assignments (except Growth, Concentrated Growth, Core Growth and Young Enterprise Shares (YES) strategies). Fees may be negotiable where special circumstances prevail.
331 Newman Springs Road, Suite 133, Red Bank, NJ, 07701-1074
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Learn about disclosures →Reginald is a Director of Intervention Point, a private company providing administrative documentations for trust and estate planning.