Princeton Investment Management provides investment management services to individuals, trusts, estates, charitable organizations, and retirement accounts. Portfolios are managed individually, typically balanced with stocks and bonds. The firm uses a fundamental investment approach, focusing on company balance sheets and financial ratios. They are long-term investors, focusing on after-tax returns for taxable clients and maintaining low portfolio turnover. Risk is managed by setting mutually acceptable ranges for asset allocation.
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. Fees are payable in advance, but clients can pay by check. Fees can also be negotiated based on specific circumstances, such as exempting a large, low tax cost security where the firm has restricted authority. The firm may also agree to an annual fixed fee that is mutually acceptable.