| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
706 N Main St, Ofallon, MO, 63366
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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 →Jared performs general office work for Lilypad Daycare, a non-investment related activity. This takes a few hours per week.