| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees may be negotiable at the sole discretion of the Advisor.
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Learn about disclosures →Arthur is an independent contractor selling stock photography and occasionally taking photographs, dedicating minimal time to this. He also works as a self-employed speaker for adult education classes on topics including retirement planning, income, and long-term care insurance, and sells insurance as a broker, dedicating about 10-20% of his time to this.