| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for amounts over $2,500,000.
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Learn about disclosures →Adam works as a tax advisor/enrolled agent at Add Em Up Taxes, preparing tax returns and advising on tax savings strategies, dedicating about 10-20% of his time. He also prepares tax returns and assists clients with tax agency notices at Josh Mauer CPA, spending a few hours per week.