| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable and may vary based on factors like the amount of assets managed and the complexity of the engagement.
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Learn about disclosures →Frazer is the President of Wealth Actually, LLC, an IP holding company involved in public speaking, media, and marketing consulting since 2018. He dedicates a few hours per week to content development, public speaking, family education, and consulting.