| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.45% |
| $12.5M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable in certain instances.
6060 Parkland, Suite 200, Cleveland, OH, 44124
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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 →John is a partner in Inverness Holdings and Inverness Holdings LLC, and a direct owner of Inverness Advisors Inc. He is also involved with Concepts 4 Life Insurance Agency Inc., is a trustee for multiple trusts, manages real estate rentals, and is a board member for Gold Zone Real Estate Fund.