| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees negotiable above $10 Million.
661 University Blvd, Suite 100, Jupiter, FL, 33458
Get directionsJoshua is the President of Emerald Planning Group, an insurance agency, dedicating a few hours per week. He also owns Emerald Benefits LLC as an Employee Benefits Solicitor, spending minimal time on this activity.