| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.85% |
| $6.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.20% |
Minimum fee of $15,000 applies to portfolios less than $1.5 million. All fees and minimums are negotiable.
Kennett Square, PA
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Learn about disclosures →Michael is affiliated with RIA/Abridge Partners, LLC, providing financial plans for a fixed fee or hourly rate, dedicating about 10-20% of his time. He also sells non-variable life insurance and fixed annuities through FFR and Safe Harbor, respectively, spending about a quarter of his time on this activity.