| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally negotiable.
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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 →Bradley is a partner at Smith Wynd CPA, providing tax services, taking nearly full-time. He is also an owner of Smith Wynd & Co LLC, working as a transaction advisor a few hours per week, and an owner of Brad Smith CPA LLC, a management entity, dedicating about 10-20% of his time.