INFORMATION ABOUT OUR FIRM
ASSETS UNDER MANAGEMENT:
$82 million (as of 12/31/23)
EQUITY STRATEGIES:
Moderate (stocks)
Aggressive (stocks)
Broadly Diversified (mutual funds)
INVESTMENT ADVISORY FEES:
1% per annum on first $1 million
.8% per annum on next $4 million
.6% per annum on amounts greater than $5 million
MINIMUM ACCOUNT SIZE:
$500,000
ACCOUNT TYPES
Individuals
IRAs
Trusts
Foundations
Non-Profits
Family Limited Partnerships
LEARN MORE ABOUT OUR FIRM
We would be happy to discuss your investment management needs with you.