| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.30% |
Fees negotiable for accounts over $5,000,001.
555 E North Lane, Suite 6075, Conshohocken, PA, 19428
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Learn about disclosures →Joseph works as a recruiter with New Planner Recruiting, LLC, dedicating nearly full-time hours to this role. He is also a partner at MortgageFD LLC and an accountant at TaxFD LLC, dedicating minimal time to each.