| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
One Harbor Place, Suite 12, Portsmouth, NH, 03801
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Learn about disclosures →I am a Senior Financial Advisor and my firm’s Chief Investment Officer. I have more than 30 years’ experience in the financial services industry and hold the Certified Investment Management Analyst™ and Certified Financial Planner™ designations; I am a Managing Member of the firm.