| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.60% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are progressive. Fees negotiable for over $100 million.
6060 Parkland Boulevard, Suite 200, Cleveland, OH, 44124
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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 →Jeffrey is a minority member/owner of Inverness Holdings LLC, a holding company for several other entities. He has no current duties, management, or supervisory responsibilities for any of the entities Inverness Holdings encompasses.