| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Custom fee schedule for portfolios greater than $10 million.
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Learn about disclosures →Henry sells life insurance, dedicating a few hours per week to this activity. He also works as an Accounting and Tax Senior Advisor for Marcum LLP (nearly full-time) and is closing out a former CPA practice.