| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Custom fee schedule for portfolios greater than $10 million.
6135 Park South Drive, Suite 510, Charlotte, NC, 28210
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Learn about disclosures →Thomas is a partner and Chief Compliance Officer at WMS Advisors, LLC, dedicating full-time hours to management and financial advising. He is also involved in fixed insurance sales, TGM Capital, LLC, PKSF (selling fixed/traditional insurance products), and serves on the board and finance committee for Charlotte Bilingual Preschool.