| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees above $20,000,000 are negotiated.
Groton, CT
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Learn about disclosures →Frederick is an agent at Financial Security Group, Inc., providing financial advisory services and preparing financial plans. This investment-related activity takes nearly full-time hours.