| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
The fees are charged based on a flat percentage using account value, as opposed to a tiered rate. The agreed upon fee schedule will be established in the Advisor’s Client Agreement. Fees are paid monthly in arrears.
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Learn about disclosures →Thomas is an adjunct faculty employee at Lorain County Community College since May 2024. This takes about 10-20% of his time during the school year.