| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.
13840 Ballantyne Corp Place, Suite 115, Charlotte, NC, 28277
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Learn about disclosures →Tyler is an insurance agent selling fixed annuities and life insurance, dedicating about half of his time to this activity. He is also an investment adviser representative and refers clients to Foundations Investment Advisors LLC, spending a few hours per week on this.