| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
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Learn about disclosures →Gregory owns RackiLaw, an estate planning firm. He provides estate planning advice, trustee services, and probate services.