| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,000. This schedule is for Select Advisor Access. Investment Only schedule has different tiers and a $1,000 minimum annual fee.
90 Linden Oaks, Suite 220, Rochester, NY, 14625
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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 →Bryce is the COO and IAR of Northlanding Financial Partners, LLC, a registered investment advisor, dedicating full-time hours to this role. He is also an independent insurance agent selling fixed annuities, spending minimal time on this activity, and the owner of BPCB Wealth Planning Corp, spending no time on it.