| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $250K | 1.68% |
| $250K - $500K | 1.55% |
| $500K - $1000K | 1.43% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.18% |
| $3.0M - $4.0M | 1.05% |
| $4.0M - $5.0M | 0.93% |
| $5.0M - $7.5M | 0.80% |
| $7.5M - $10.0M | 0.68% |
| $10.0M - $12.5M | 0.55% |
| $12.5M - $15.0M | 0.42% |
| $15M+ | 0.30% |
Fees are incremental and charged on a "waterfall" basis. Fees may be negotiable.
2160 Country Club Road, Winston Salem, NC, 27104
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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 →Matthew is a tax planner/advisor at Cannon & Co, LLP, and a registered representative with Private Client Services. He also works with Advisors Financial Group and Simplicity Group placing insurance, and runs Cannon Wealth Management Services LLC, dedicating about three-quarters of his time to it. Finally, Matthew is the president of Method To My Money, Inc., providing faith-based financial education.