| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.
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Learn about disclosures →Michael is a fixed insurance sales agent with Aprio Risk Management since 2015, dedicating minimal time. He is also the co-owner of Capital Payments Consulting, LLC, a family business that consults with business owners on banking fees, and a board member for Hope Atlanta Young Professionals, spending a few hours per week.