| Assets Under Management | Annual Fee |
|---|---|
| Up to $400K | 1.50% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Amounts above $10 million are negotiable
16950 19 Mile Road, Suite 4, Clinton Township, MI, 48038
Get directionsDonald is a licensed insurance agent and is involved with Macomb Marketing LLC. This activity is investment-related.