| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Advisory fees may be negotiated at the sole discretion of the Advisor.
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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 →Khristene serves on the Board of Directors for Avance, a non-profit organization, since September 2024. She dedicates minimal time outside of trading hours to this role.