| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $500K | 1.95% |
| $500K - $750K | 1.85% |
| $750K - $1.2M | 1.60% |
| $1.3M - $2.0M | 1.45% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.20% |
Advisory fees are negotiable.
61 Cordova Street, St. Augustine, FL, 32084
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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 →Alan is involved in several business activities, including ThompsonBaker Financial LLC (DBA for LPL business), ThompsonBaker Agency, Inc. (non-variable insurance), Integrated Financial Group (DBA for LPL business), and IFG Advisory (Registered Investment Advisor). He also owns rental real estate property.