| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee may be negotiated.
2 Bala Plaza, Suite 604, Bala Cynwyd, PA, 19004
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Learn about disclosures →Michael is a trustee for multiple special needs and irrevocable trusts, dedicating minimal time to one and about 10-20% of his time to the others. He also works as a sales agent for Chapin Davis Insurance, Inc., selling variable and fixed insurance products, dedicating minimal time to this activity.