| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and subject to various objective and subjective factors.
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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 →Barbara spends half her time at Baker Tilly Capital, LLC and the other half at Baker Tilly Wealth Management, LLC, providing compliance services. Both entities are controlled subsidiaries of Baker Tilly Advisory Group, LP, from which Barbara receives her salary and compensation.