| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,000. This schedule is for Select Advisor Access. Investment Only schedule has different tiers and a $1,000 minimum annual fee.
90 Linden Oaks, Suite 220, Rochester, NY, 14625
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Learn about disclosures →Eric is a co-owner and investment advisor at Northlanding Financial Partners, LLC, dedicating full-time hours to this role. He is also an independent insurance agent selling life insurance and fixed annuities, spending minimal time on this activity.