| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Portfolio management fees may be negotiable in limited instances and in CIA’s sole discretion.
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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 →Patrick is the president and a certified financial planner at Perimeter Planning LLC, dedicating full-time hours to financial planning. He also works as an adjunct professor at Oglethorpe University, which requires minimal time and is not investment-related.