| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.20% |
Fees may be based on cumulative household assets under management. Certain ERISA rules prevent householding corporate plans with personal assets for fee reductions.
10809 Executive Center Drive, Suite 204, Little Rock, AR, 72211
Get directionsHarold is a board member of Earth Science Laboratories, Inc. since 1992, dedicating minimal time. He also sells air purification products through Brush Mountain Construction, starting in 2020, dedicating minimal time.