| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Investment management fees are negotiable.
6501 Weston Pkwy, Suite #300, Cary, NC, 27513
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Learn about disclosures →Joshua is a managing member and independent insurance agent for various independent insurance companies through Family Legacy Financial Solutions, dedicating a few hours per week to this. He is also a managing member of Family Legacy Financial Solutions, a CEO and managing partner at Family Legacy Tax Solutions, LLC, and an organizer of a networking group, Triangle Tech Net LLC.