| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable on a case-by-case basis. Certain clients may pay performance-based fees in addition to AUM fees.
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Learn about disclosures →Terrence is involved in business development and commercial lending with Clarion Street Advisors, dedicating a few hours per week. He also works as a Senior Wealth Advisor for CMG Capital Management Group, spending about 10-20% of his time on this role.