| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.00% |
The annual fee is negotiable based upon certain criteria.
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Learn about disclosures →Ryan is the owner and preparer at Innovative Tax Solutions, providing income tax preparation services since 2011. This activity takes nearly full-time hours.