| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.40% |
Fees are negotiated for amounts over $10,000,001. Using the previous tier's fee percentage as the starting point for negotiation.
8555 River Road, Suite 470, Indianapolis, IN, 46240
Get directionsBradley is the president of Keystone Wealth Management, Inc., a business created for tax and accounting benefits for self-employment. He also has fixed insurance and is associated with LaSalle St. Investment Advisors, L.L.C., a Registered Investment Advisor (RIA).