| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
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Learn about disclosures →Beverly is the Chief Planner at Delta Financial Advisors Inc, dedicating nearly full-time hours to financial planning and investment management. She also works as an insurance agent for The National Benefits Corporation and through Beverly A Fischetti, and owns Beverly A Fischetti CPA providing tax preparation services.