| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on the amount of assets under management, range of investments, and complexity of your financial circumstances.
7889 Red Arrow Highway, Stevensville, MI, 49127
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Richard is a notary, provides administrative support to True Blue Financial (spending nearly full-time hours), and is a Certified Public Accountant doing tax preparation and planning for True Blue Tax (spending about 35-50 hours per month). True Blue Financial is also a DBA for Richard's LPL business.