| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are charged as a percentage of assets under management. There is a separate indexing program fee.
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Learn about disclosures →Matthew owns a wealth advisor training business since 2022, dedicating minimal time. He also works as an insurance agent selling life, health, annuity, and disability income insurance products since 2020, and owns EWA Insurance, LLC since 2024, dedicating a few hours per week to each.