| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
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Learn about disclosures →Danielle volunteers with Grace Missionary Church, coaches upwards basketball, and teaches Sunday School. She will also be an alumni mentor for Indiana Wesleyan University's DeVoe Division of Business, spending a few hours per week mentoring students.