| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Management Fee is negotiable according to a variety of factors.
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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 →Andrew owns Your World Publishing, a custom publishing business, and earns $35K/year. He also provides business advisory services through Mega Exits LLC, dedicating a few hours per week, plus additional hours on weekends.