| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are generally negotiable.
5 Penn Plaza 23rd Floor, New York, NY, 10001
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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 →Wenjie has an ownership position in Aimdar Advisory Group Inc, dealing with individual life, property/casualty, health, group life, and group health insurance since 2020. This takes a few hours per week, with minimal time spent during securities trading.