| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.85% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for assets over $5,000,000.
294 West Exchange Street, Providence, RI, 02903-1004
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Sean serves as trustee for a private irrevocable trust since 2013, dedicating minimal time to it. Sean is also a licensed insurance agent since 2006, selling annuities, life insurance, and other insurance products, spending minimal time on this.