| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $250K | 0.40% |
| $250K+ | 0.30% |
9335 Harris Corners Parkway, Suite 150, Charlotte, NC, 28269
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Learn about disclosures →Francis is a consultant and bookkeeper for his son's photography business, dedicating minimal time. He also buys and resells items on eBay as a sole proprietor, spending a few hours per week.