| 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.
Millstone Twp, NJ
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Learn about disclosures →Michael works as a tax preparer and assistant for MTK Financial Group II Inc. and Total Wealth Enhancement Group, LLC, dedicating about a quarter of his time. He is also a real estate agent, spending about half his time facilitating property sales, and is involved in fitness, nutrition, ATM/vending machines, and junk removal businesses, dedicating about 10-20% of his time to fitness and nutrition.