| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Using the previous tier's fee percentage as a starting point for negotiation.
State College, PA
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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 →Carl is a licensed insurance agent, maintaining his license from a previous employer. While he is not currently selling insurance products, the state of PA requires disclosure of this outside business activity.