| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
6767 North Wickham Rd., Ste. 400, Melbourne, FL, 32940
Get directionsKevin is the president of Kevin McEnerney Inc. DBA McEnerney Tax Advisory, dedicating about 10-20% of his time, with about a quarter of his time during securities trading hours. He is also the president of Lynch Tax Advisory Group, spending minimal time on this business.