| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
All fees are negotiable at our sole discretion. For accounts over $5,000,000, they may move to a flat fee schedule.
2100 Riveredge Parkway, Suite 1230, Atlanta, GA, 30328
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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 →Raymond is a partner in Navix Holdings, LLC and Persium Group, LLC, and a committee member of Persium Fiduciary Services, LLC. He dedicates about half of his time to Persium Consulting, LLC, minimal time to Navix Holdings, LLC and a few hours per week to Persium Fiduciary Services, LLC.