| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The Registrant generally requires an annual minimum fee of $3,000 for its investment advisory services. The Registrant’s investment advisory fee is 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 →Bruce is a licensed insurance agent since 2003, dedicating minimal time to this activity. Bruce is also a member of AB Bedding, LLC, providing strategic support for about a few hours per week.