| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Using previous tier's fee percentage for the negotiable tier.
621 Washington Street, Columbus, IN, 47201-6231
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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 →Zachary assists with client needs at Kirr, Marbach & Company, dedicating about a quarter of his time. He is also a Registered Representative of Quasar Distributors, LLC, an unaffiliated Broker Dealer.