| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.75% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.75% |
| $5M+ | 1.75% |
525 Tyler Rd, Suite T, St. Charles, IL, 60174
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 →Kathleen is an investment advisor representative (IAR) with Total Clarity Wealth Management and its DBA, Beyond Wealth Management, spending about half her time on these activities. She also works as a tax preparer for AccuTaxPrep and Rogers Financial Group, dedicating about 10-20% of her time and minimal time, respectively.