| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
At our discretion, Rochester Wealth Strategies may combine the account values of family members to determine the applicable advisory fee.
439 S. Main Street, Suite 250, Rochester, MI, 48307
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Learn about disclosures →Julie owns a technology consulting firm for small and mid-sized businesses. This activity is not investment-related.