| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees negotiable for accounts above $5,000,000.
6506 Constitution Drive, Fort Wayne, IN, 46804-1550
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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 →Max is the sole owner and agent of Remember U LLC, a computer software and photo creative business, since 2016. He spends minimal time on this activity, with hours occurring irregularly.