| 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.
6135 Park South Drive, Suite 510, Charlotte, NC, 28210
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Learn about disclosures →Timothy is an Investment Advisor Representative (IAR) with WMS Advisors, LLC since 2022, dedicating nearly full-time hours. He also sells fixed insurance products and is involved in agriculture/farming, real estate, and property management activities, each requiring varying amounts of his time.