Home

Introduction

Individual & Institutional
Management Services

Investment
Process

Young Enterprise
Shares

Contact

Fee Schedule

TYPE OF ACCOUNT

Balanced Accounts

Young Enterprise Shares

Assets up to $1 million

1.25%

1.5%

Assets up to $1-$5 million

1.0%

1.5%

Assets above to $5 million

Negotiable

Negotiable

Assets above to $25 million

Negotiable

Negotiable

Assets above to $30million

Negotiable

Negotiable


The minimum account size is $350,000.

47 Hulfish Street (at Palmer Square), Princeton, New Jersey 08542
Telephone: (609) 924-6867 • Fax: (609) 921-9502 • E-mail: [email protected]