| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.65% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Total Assets across all client Accounts (“Household”), including Managed Private Investments will be combined to meet the above cost breakpoints for adviser cost calculation purposes.
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Learn about disclosures →Stephen is the CEO and CIO of Capital Management Group, Inc., an RIA business, since 1994. He is also a passive owner of CMG Insurance LLC through CMG Capital Management Group, Inc., dedicating a few hours per week.