| Assets Under Management | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fee arrangements are negotiable at our sole discretion.
9250 Alternate A1A, Suite A, North Palm Beach, FL, 33403
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Learn about disclosures →Gregory is a 1099 part-time producer for RJ Battaglia Agency, occasionally referring business. This activity is not investment-related and requires minimal time.