| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
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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 →Hannah is the owner/manager of New Wave Ventures, LLC, a holding company, and a managing member of Toro Properties, LLC, a rental property. She also works as a fixed insurance agent and is a registered representative with DMK Advisor Group, dedicating minimal time to each of these roles.