| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are generally negotiable. An additional 0.30% fee is charged for certain strategies, resulting in total fees of 1.80%, 1.55%, and 1.30% respectively.
218 Roswell St Ne, Suite 200, Marietta, GA, 30060
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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 →Cynthia is affiliated with World Equity Group as a NRF, submitting business for processing. She also serves as Director of Operations at Nicholas & Company, overseeing insurance sales processing and agent licensing, dedicating a few hours per week.