| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee per quarter is $500.
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209
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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 →Adam is the Director of Operations at F/m Acceleration, LLC, which provides back-office and marketing support for registered investment advisors. Adam dedicates nearly full-time hours to providing trading, settlement, execution, and operational support.