| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees, including minimum annual fees, are negotiable for individually managed accounts.
90 Beach Street, Westerly, RI, 02891
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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 →Jeffrey is a managing member of Merchants Village, LLC and 90 Beach LLC, both real estate businesses. He also serves as a board member and chief volunteer officer for Ocean Community YMCA, a charitable organization, dedicating minimal time to each activity.