| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees can be negotiable on a client-by-client basis.
1500 Main St, 25th Floor, Springfield, MA, 01115-1001
Get directionsChristopher owns an investment-related entity that is no longer registered, but through which payments are still made for non-commission activities. This takes a few hours per week.