| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10MM.
6 North Park Drive, Suite 208, Hunt Valley, MD, 21030
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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 →Stacy is a Senior Consultant at Asset Strategy Retirement Plan Consultants, LLC, a registered investment advisor, since 2008. This takes nearly all of Stacy's time.