| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1M+ | 0.01% |
Fees are negotiable in certain circumstances.
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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 →Andrew is a member of Sugar Tree Farm, LLC, a real estate holding entity, and a member of the Peale Foundation, Inc, a charitable organization. He is also a director of the Adam J. Lewis Academy, a K-8 non-profit school; each of these activities requires minimal time annually.