| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.55% |
| $750K - $2.0M | 1.35% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are generally negotiable.
199 Broad Street, Red Bank, NJ, 07701
Get directionsJohn is the owner/registered representative/investment advisor representative of Smallwood Wealth Management, dedicating nearly full-time hours to providing financial services. He is also a member/insurance agent of Smallwood Associates, LTD, spending about half his time providing insurance services, and owns several other businesses including a software development company, a financial education platform, and real estate.