| 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.
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Learn about disclosures →Tanner has ownership stakes in several dormant businesses including pizza restaurants and fitness franchises. Tanner also operates under the DBA Modern Wealth Solutions to sell New York Life products and services.