| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negotiable based on aggregate value of related accounts or complexity.
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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 →Asneth is the owner and principal consultant at Omare Consulting, a nonprofit consulting business, since January 2022. She dedicates a few hours per week to consulting with nonprofits on program development, implementation, reporting, and grant writing.