| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $3.0M | 0.01% |
| $3.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $20.0M | 0.01% |
| $20M+ | 0.01% |
Fees over $20 million are negotiable. Certain founding client families may have lower fee arrangements.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Timothy owns Hartzell, LLC, working as a FINRA arbitrator and CFA grader for approximately 3 weeks per year. He also owns Hart.Hoff, LLC, dedicating minimal time to it.