| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
1010 Haddonfield Berlin Road, Suite 305, Voorhees, NJ, 08043
Get directionsLee works as an independent insurance agent, dedicating about half of their time to this role. Lee also works as a loan originator for Greentree Mortgage Company, spending minimal time on this non-investment related activity.