| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
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Learn about disclosures →Charles owns 21st Century Wealth & Insurance Services, providing insurance and related services, dedicating about half of his time to this activity. He is also an IAR with Prosperity Wealth Management.