| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Investment advisory fee is negotiable in limited circumstances.
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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 →Stephen is a 50% owner of A TWM JV, LLC, which is a partner in Singularity Planning Group, LLC. Stephen provides financial planning services to Singularity Planning Group.