Princeton Investment Management Company
Assets Under Management
$106.4M
Number of Clients
16
Number of Advisors
1
Avg. Portfolio per Client
$6.7M
Avg. Managed per Advisor
$106.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Princeton Investment Management offers investment management services to individuals, trusts, estates, charitable organizations, and retirement accounts. The firm uses a fundamental, value-oriented approach, focusing on long-term investments and after-tax returns for taxable clients. They work with clients to set mutually acceptable ranges for asset allocation and can accommodate client restrictions on specific holdings.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.60% |
Fees are negotiable for accounts over $3 million. The firm may also agree to an annual fixed fee that is mutually acceptable.
Fee Estimator
Areas of Practice
Location
NJ, United States