| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
In select instances, given fact circumstances, fees may be reduced.
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Learn about disclosures →Jane is a 50% owner of Acceleration Retirement LLC, where she does lead generation and consulting, dedicating about half her time. She also owns rental property in Northern California, spending minimal time on it, and is an employee of Stable Two (RIA).