| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
In certain circumstances, the annual fee may be negotiated.
45 Pine Grove Ave, Suite 301, Kingston, NY, 12401
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Judd works full-time in sales for Miller/Howard Investments Inc., an asset manager. He has been in this role since 2011.