| 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 directionsJoseph sells life and health insurance since 2005 and operates Petrillo Protection Group, Inc. since 2014. He is also a passive owner of Black Swan Public House restaurant and a shareholder in Presher Fitness, dedicating minimal time to each.