Fee Only Financial Advisor
Our fee structure for asset management is 1% for the first $3,000,000 and 0.5% for amounts over that amount. Fees are negotiable for clients with assets over $20,000,000. New clients should have a minimum balance of $2,000,000 of assets available for investment.
Contact us today for more information. We serve Northern NJ, Naples FL, New York City, and the surrounding areas with quality financial advisory services. Let us put our knowledge to work for you.