| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M+ | 1.05% |
Fees may be negotiable.
10 Independence Blvd, Suite 120, Warren, NJ, 07059
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Learn about disclosures →Steven is a named partner with his spouse in AHR Design, LLC, an interior design firm. He spends minimal time on this activity.