Overview

Total Firm Assets
$112 million
Average High-Net-Worth Client Portfolio Size
$8.5 million

Fee Disclosure

Source: PRINCETON INVESTMENT MANAGEMENT BROCHURE (2026-01-20) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.75%
$2,000,001 $3,000,000 0.60%
$3,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million Negotiable Negotiable
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
99.31%
Number of High-Net-Worth Clients
13
Total Client Accounts
20
Discretionary Accounts
16
Non-Discretionary Accounts
4

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
105891
  • PRINCETON INVESTMENT MANAGEMENT BROCHURE (2026-01-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions