| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management)
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Scott is an independent contractor for Turner Trading LLC, assisting The Old Bailey Company with administrative tasks, including tax documentation, record keeping, and account activity review. This takes about 10-20% of Scott's time and does not occur during trading hours; he is also co-trustee for 5 family accounts.