| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10M.
117 East Fourth Street, Covington, KY, 41011
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Learn about disclosures →Paul is a part owner in multiple businesses including a real estate company, an insurance solution provider, and a financial education company. He also works full-time as a principal at Legacy Financial Advisors and is a trustee for two trusts.