| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable.
7 Grove Street, Ste 301, Topsfield, MA, 01983
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Learn about disclosures →Gavin is an employee of Topsfield Financial Group, doing business as (DBA). This activity is not investment-related.