| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 1.25% |
| $25.0M - $50.0M | 1.13% |
| $50.0M - $100.0M | 1.00% |
| $100M+ | 1.00% |
Fees are customized/negotiable for accounts above $100,000,000. Using the previous tier's fee percentage.
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Learn about disclosures →Joshua owns Coniglio Wealth Management Inc., a corporate entity for marketing, insurance sales, accounting, and tax purposes, dedicating minimal time to it. He also serves as a volunteer board member and treasurer for Morgan Square Homeowners Association, spending minimal time on it.