| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.02% |
| $500K+ | 0.01% |
Fees may be negotiable in certain instances.
20 N. Wacker Drive, Suite 1416, Chicago, IL, 60606-2902
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Learn about disclosures →Mary works as a registered representative for NewEdge Securities, dedicating minimal time to investment services. She also works full-time as an operations administrator for North Star Investment Management Corporation.