| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.80% |
| $500K - $1.0M | 1.60% |
| $1.0M - $5.0M | 1.35% |
| $5M+ | 1.10% |
51 John F Kennedy Pkwy, Short Hills, NJ, 07078
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Learn about disclosures →Beth serves on the board of directors for Bottomless Closet, a non-profit organization, and is a communications volunteer. She dedicates a few hours per week to this non-investment related activity.