| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees and account minimums are negotiable.
11300 U.S. Highway 1, Suite 600, Palm Beach Gardens, FL, 33408
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Learn about disclosures →Frank is the Vice President of Ashley & Ashley CPA's PA, an accounting firm, since 2016. He dedicates minimal time to errands and research for the firm.