| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable at the Firm’s sole discretion. Schedule applies if assets are held at Charles Schwab & Co., Inc. If not held at Charles Schwab & Co., Inc., the fee is 1.00% across all asset levels.
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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 →Tyler is the Chief Compliance Officer (CCO) of TKC Wealth Management LLC, an RIA firm. He dedicates about a quarter of his time to this role, with half of that time during trading hours in a supervisory capacity.