| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees are negotiated on an IAR-by-IAR, client-by-client, or account-by-account basis.
72 W. Front St., Monroe, MI, 48161
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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 →Cassandra is a board member of the Woman's Leadership Initiative subcommittee of Habitat for Humanity of Monroe County. She spends minimal time planning and organizing fundraising events.