| Assets Under Management | Annual Fee |
|---|---|
| Up to $350K | 1.50% |
| $350K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.75% |
| $1.5M - $2.0M | 0.65% |
| $2.0M - $3.0M | 0.55% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $7.5M | 0.40% |
| $7.5M+ | 0.30% |
Fees are subject to negotiation.
Two International Drive, Suite 325, Portsmouth, NH, 03801
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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 →Samuel is the Vice President & Director of Strafford Economic Development Corp, dedicating minimal time. He is also the President of Southeast Land Trust of New Hampshire, spending about 10-20% of his time. Finally, Samuel is 'Of Counsel' at Hoefle, Phoenix, Gormley & Roberts, PA, a law firm, spending minimal time.