| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiated.
160 Rail Road, Suite 2, Chesterton, IN, 46304
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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 →Clifford is the owner of Ariel Solutions, LLC, a wheelchair accessories business, since March 2018. He dedicates a few hours per week to this activity, which is not investment-related.