| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 2.75% |
| $5M+ | 1.00% |
All fees are negotiable based upon AUM tier level at our sole discretion.
One Glenlake Parkway, Suite 650, Atlanta, GA, 30328
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Learn about disclosures →Craig is a licensed insurance agent, dedicating about 10-20% of his time to this activity. This activity is not investment-related.