| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees negotiable for accounts over $2,000,000.
3490 Route 1 North, Suite15-D, Princeton, NJ, 08540
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Learn about disclosures →Joseph is a CPA providing tax preparation and accounting services since 1990. He dedicates nearly full-time hours to this activity.