| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
The annual fee is negotiable.
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsAnthony is a broker for Guardian Life Insurance, Lafayette Life Insurance, and Mass Mutual Life Insurance, selling whole life insurance, term insurance, and fixed annuities. These activities take a few hours per week, about 10% of his time, and a few hours per week, respectively. Anthony also established LJ Partners, LLC in 2014 to pay for office expenses.