| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.68% |
| $250K - $500K | 1.55% |
| $500K - $1000K | 1.43% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.18% |
| $3.0M - $4.0M | 1.05% |
| $4.0M - $5.0M | 0.93% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.68% |
| $10.0M - $12.5M | 0.55% |
| $12.5M - $15.0M | 0.42% |
| $15M+ | 0.30% |
Fees are incremental and charged on a "waterfall" basis. Fees may be negotiable.
2160 Country Club Road, Winston Salem, NC, 27104
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Learn about disclosures →Carol works as a registered representative for a broker-dealer, monitoring investment portfolios for clients, dedicating a few hours per week. She also owns PrepperLifeLLC, selling retail products (minimal time), and has an ownership stake in rental real estate (a few hours per week). Additionally, Carol places insurance, LTC, and FIA/FA annuity business with Simplicity Group and works for Cannon Wealth Management about half her time.