| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.35% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.30% |
Fees are potentially negotiable and may vary from client to client.
16810 Kenton Drive, Suite 200, Huntersville, NC, 28078
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Learn about disclosures →Jeffrey is a managing partner/advisor/financial planner at Cornerstone Wealth Group, LLC, dedicating nearly full-time hours to this role. He also manages CFP Holdings, Inc., Davidson's Edge, LLC, CWG Management Group, LLC, and serves on the board for Lake Norman Humane Society and as president for Somerset Shores HOA, dedicating minimal time to each.