| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
All fees are subject to negotiation.
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Learn about disclosures →Kenneth is Vice President of Client Services at Stanley Benefit Services, Inc., administering pension plans and dedicating about 40% of his time. He is also a Registered Representative for Intercarolina Financial Services, Inc. and an IA Representative for Fund Direct Advisors, Inc., spending about 10% of his time at each.