| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.10% |
Strategic Asset Allocation Fee Schedule
5000 Sagemore Drive, Suite 102, Marlton, NJ, 08053
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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 →Frederic is the sole member of Wheeler Enterprises, LLC, working as a consultant since January 2021. He dedicates about 10-20% of his time to this business outside of trading hours.