| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.35% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.15% |
Fees are negotiable for assets over $5,000,000. This schedule is for the Active Strategy. The Passive Strategy has lower fees.
39555 Orchard Hill Place, Suite 100, Novi, MI, 48375
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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 →Brendan works for Richard W. Paul & Associates, LLC as a client service specialist and insurance agent, assisting clients with insurance policies including annuities and life insurance. This takes about a quarter of his time overall, and somewhat less during SEC trading.