| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
livingston, NJ
Get directionsSteven provides tax and accounting services, dedicating significantly more than full-time hours to this. He is also an insurance agent for various companies, dedicating minimal time to this activity, and holds a real estate license with Newmark Associates.