| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and subject to various objective and subjective factors.
7098 E. Cochise Rd., Ste 100, Scottsdale, AZ, 85253
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Learn about disclosures →Charles spends minimal time on advisory services with Baker Tilly Wealth Management, LLC, a controlled subsidiary of Baker Tilly Advisory Group, LP. His salary and variable compensation are paid by Baker Tilly.