| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
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Learn about disclosures →Nicky owns Nicky C. De Young, CPA, P.A., a CPA, taxation, and accounting firm, spending a few hours per week on it. Nicky also works as a bookkeeper for ELF, Inc. and is an officer at Art of the Mix, Inc., dedicating minimal time to each.