(609) 924-5300 | 14 NASSAU STREET, PRINCETON, NJ 08542

About

Our Fees

The calculation of fee is based upon sliding fee schedule:
First $500,000 at 0.8%
From $500,000 to $10,000,000 at 0.6%
Over $10,000,000 at 0.4%

To illustrate how the fees are calculated, assume assets of $2,000,000, then calculate as follows:

$500,000 x 0.8% + $1,500,000 x 0.6% = $13,000

This equates to an average rate of 0.65% for $2,000,000 in assets under management, which is 30% lower than the industry average.

The fee schedule above is quoted on an annual basis. We typically charge pro-rated management fees directly to clients’ accounts monthly in advance.

Contact

  • Phone:
    (609) 924-5300
  • E-Mail:
    This email address is being protected from spambots. You need JavaScript enabled to view it.

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