| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Fee schedule may be negotiated in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
389 Interpace Parkway, Suite 3, Parsippany, NJ, 07054
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Learn about disclosures →Charles operates under the DBA Redwood Financial, Inc. since 2008. He also owns rental real estate, dedicating minimal time to it.