| 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
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Nicholas is a life and health insurance agent since 2015, dedicating a few hours per week to this activity. He is also the CFO of BNE Enterprises LLC, a startup company, but spends no time on it.