| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Advisory fees are negotiable. Clients may pay significantly less than the maximum advisory fee.
200 9th Avenue North, Suite 100, Safety Harbor, FL, 34695
Get directionsMichael is an investor in The Pub at Safety Harbor, LLC, a non-investment related activity, dedicating minimal time. He is also the President of Rogan & Associates, a Financial Planning RIA, spending full-time hours on this investment-related activity.