| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.25% |
| $10.0M - $20.0M | 1.00% |
| $20.0M - $30.0M | 0.90% |
| $30.0M - $40.0M | 0.75% |
| $40M+ | 0.60% |
One Bridge Plaza North, Suite 695, Fort Lee, NJ, 07024
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Learn about disclosures →Wendy serves as trustee for her son's trust, requiring minimal time. She also owns rental property, which is not investment-related and requires no time during trading hours.