| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $4.0M | 0.70% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.50% |
| $8.0M - $18.0M | 0.60% |
| $18.0M - $23.0M | 0.40% |
| $23M+ | 0.35% |
Fees may be negotiable.
65 East State St., Suite 2000, Columbus, OH, 43215
Get directionsKyle is an independent insurance agent with Schneider Downs Insurance Advisors since 2000, dedicating about 10-20% of his time. He is also a corporate employee providing investment advisory services with Schneider Downs Wealth Management Advisors and a registered representative with SagePoint Financial, Inc.