| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
120 Washington St, Ste 410, Watertown, NY, 13601
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Learn about disclosures →Jeffry owns a percentage of CJ Weldon properties and is a sole proprietor selling fixed life and disability insurance since 1991, dedicating minimal time to each. He is also a board member of Minna Anthony Common Nature Center.