| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable over $1,000,000.
810 Gleneagles Court, Suite 109, Baltimore, MD, 21286
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Learn about disclosures →Stephen is a Senior Vice President at Harborside Sales Group, LLC, providing sales and marketing of investment products, and also serves as President of Total Fund Solution, a Multiple Series Trust. He also holds positions at MECP2 Duplication Foundation, Jemma Financial Services, and Cromwell Investment Advisors, LLC.