| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is a trade threshold of 80 trades per year, after which a fee of $35 per trade will be assessed.
44 Church Street, Little Silver, NJ, 07739
Get directionsPatrick teaches music at Monmouth Conservatory and Georgian Court University. He spends a few hours per week on these activities.