| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.15% |
| $25.0M - $50.0M | 0.10% |
| $50M+ | 0.05% |
Fees may be higher based on complexity. Plans over $50 million are typically quoted at a fixed annual fee. Fee is blended as assets increase. Negotiable over $50 million.
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
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Learn about disclosures →Julie owns a non-investment related rental property in Maitland, FL. This activity requires minimal time during trading hours.