| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees may be subject to negotiation depending upon unique circumstances.
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Learn about disclosures →Chesley is a board member trustee of UACPA PAC since 2013, and board president of Oakridge Country Club, spending a few hours per week on the latter. Chesley also works at Platform Accounting Group dba HEB Advisors, CPA, dedicating more than full-time hours to this role.