| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.40% |
The annual rate based on the Fee Schedules are negotiable fees.
755 Memorial Parkway, Suite 206, Phillipsburg, NJ, 08865
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 →Frank is the owner/member of GFN Real Properties LLC, a commercial real estate venture, since 2021. He dedicates minimal time to overseeing the financial aspects of the rental unit.