| 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 directionsGregory is a co-founder of The Opus Group LLC since 2004. He also sells life and health insurance, dedicating about a quarter of his time to this activity. Additionally, Gregory is an officer for two non-profit organizations, the Hoboken Italian Festival and the Howell Township Southern Little League Board of Directors, spending minimal time on each.