| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Minimum portfolio size and minimum annual fees may apply, at the discretion of RF. Fees are negotiable under certain circumstances.
3343 Peachtree Road Ne, Suite 500, Atanta, GA, 30326
Get directionsJoseph is the President/CEO of Rollins and Associates, PC, a CPA, auditing, and tax firm. He dedicates about half his time to this business.