| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.10% |
Strategic Asset Allocation Fee Schedule
5000 Sagemore Drive, Suite 102, Marlton, NJ, 08053
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Daniel is the Chief Financial Officer of BKD Group LLC, Cooperative Laundry Tri-State LLC, and CNR Publications, LLC. He is also an Executive Director at MMG Advisors, Inc., where he assists in executing M&A transactions, dedicating nearly full-time hours during trading hours and minimal time outside of trading hours.