| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
Harbert, MI
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Learn about disclosures →Ann is a FINRA arbitrator since 1997, dedicating minimal time per month. She also owns multiple rental real estate properties, managing them with family members and dedicating minimal time to each.