| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
50 E-Business Way, Suite 120, Cincinnati, OH, 45241
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Learn about disclosures →Megan helps her husband manage an e-commerce business called Ultimate Supply Source, which resells activewear and outdoor equipment. This activity takes a few hours per week and accounts for 5% of her total yearly compensation.