| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
30400 Detroit Road, Suite 201, Westlake, OH, 44145
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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 →Carol is the co-owner of Franklin Planning, LLC, which operates her advisory and insurance business, taking nearly a full-time commitment. She is also a licensed insurance agent selling various insurance products and spends a few hours per week on this activity. Carol also owns Fed Savvy Educational Solutions, LLC, training federal employees on benefits, and dedicates minimal time to the sales and marketing of her book, "FedSavvy.