| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for assets over $10 million are negotiated, using the previous tier's fee percentage as a starting point.
212 West Matthews Street, Suite 102, Matthews, NC, 28105
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Learn about disclosures →Phillipe works as an insurance agent for Aprio Risk Management, LLC, selling various insurance products since 2020. This activity requires minimal time.