| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiated.
106 Main Street, Suite D, Matawan, NJ, 07747
Get directionsJoseph is an advisor at Grantvest Financial Group, LLC, focusing on financial planning primarily with ETFs and equities, dedicating about 10-20% of his time. He also works with JBT Benefits Group, a DBA for supplemental insurance benefits, spending a few hours per week, and FED RP, LLC, a marketing service for GrantVest Financial Group, spending minimal time.