| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts above $10,000,000.
518 S. 12th Street, Murray, KY, 42071
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Learn about disclosures →Lance is the owner of Cherry Wealth Management since 2022, which is an investment-related activity.