| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
All fees are negotiable.
201 S. Biscayne Blvd., Suite 1100, Miami, FL, 33131
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Learn about disclosures →Karen has been an investment adviser representative of Andbanc Advisory LLC since December 2015.