| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
1776 Heritage Center Dr Ste 200, Wake Forest, NC, 27587
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Learn about disclosures →Turning Point Retirement Associates is Thomas's DBA for advisory services. This activity is investment-related through CFSC, with compensation received through CFSC.