| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.
212 West Matthews Street, Suite 102, Matthews, NC, 28105
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →John is a partner at Aprio Advisory Group, a CPA firm, dedicating significantly more than full-time hours to this role. He also works as an agent for Aprio Risk Management selling various insurance products, taking about a quarter of his time, and is a member of LBAHS Holding, LLC, a commercial rental property, spending minimal time on this.