| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable and may vary from client to client.
2901 West Beltline Hwy, Suite 201, Madison, WI, 53713
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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 →Amy owns AJ Restaurant Accounting LLC, dedicating about half of her time to providing bookkeeping and payroll services to restaurant owners. She is also a shareholder at John F. Suby & Associates SC, where she spends about a quarter of her time providing accounting and tax services.