| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
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Learn about disclosures →John is a Civil Affairs Officer in the United States Army Reserve, dedicating about 10-20% of his time to this non-investment related activity. He also works as a tax preparer for Great Oak Tax Planning, Inc., spending a few hours per week on tax preparation, planning, and consulting.