| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.55% |
| $750K - $2.0M | 1.35% |
| $2.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are generally negotiable.
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Learn about disclosures →Robert is a registered representative/investment advisor representative at Smallwood Wealth Management, dedicating full-time hours to providing financial services. He is also an insurance agent at Smallwood Associates, LTD, spending about half his time providing insurance services.