| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Fees negotiable for accounts over $10,000,000.
700 Commerce Drive, Suite 170, Oakbrook, IL, 60523
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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 →Britton sells photographs, dedicating about 10-20% of his time. He is also a partner at AdvisorOp LLC, providing software solutions to RIAs, spending a few hours per week. Britton is also involved with lake associations and real estate management.