| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
1801 East Ninth Street, Suite 1600, Cleveland, OH, 44114
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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 →Carina is the Chief Growth Officer of 4100FS since September 2024, which is not investment related. 4100FS controls Gries Financial Partners and provides resources to the business.