| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Management fee is negotiable based on account size, services offered and individual client circumstances.
501 River Street, Suite 101, Greenville, SC, 29601
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Learn about disclosures →Andrew is a passive investor and partner in a beer manufacturer in Busan, South Korea, since 2014. He dedicates minimal time to this non-investment related activity.