| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiated.
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Learn about disclosures →Matthew is an enrolled agent preparing income tax returns, dedicating full-time hours to this activity. He also owns CSP/MCA Wealth Management and sells fixed insurance, spending about 10-20% of his time on this.