| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Investment management fees are negotiable.
6501 Weston Pkwy, Suite #300, Cary, NC, 27513
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Learn about disclosures →Todd is an independent insurance agent selling and servicing health and life products, dedicating minimal time to this. He is also a managing member of Family Legacy Financial Solutions, LLC, taking about a quarter of his time, and a CPA/Enrolled Agent/Tax Preparer and CFO for Family Legacy Tax Solutions, LLC, spending a few hours per week.