| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
200 Berkeley Street, Boston, MA, 02116
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Christina works as a travel agent for Destinations to Travel, LLC, a travel agency for Disney World, since 2022. She dedicates about 10-20% of her time to this role, scheduling and booking Disney vacations during flexible hours, including nights and weekends.