| 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 directionsGlenn is a statutory agent involved in the sale of insurance products, dedicating a few hours per week to this activity. He also owns History Worth Remembering, where he engages in public speaking on historical subjects, and BruceGuide.com, where he works as a tour guide and public speaker; he also works at Shop-Rite about full-time.