| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Fees are negotiable for amounts above $2,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
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Learn about disclosures →Joseph is an attorney, involved in fundraising for the American Cancer Society, and owner of Buckeye Deferred Comp, LLC. He also owns FNA Wealth Management, selling insurance products, and is an Investment Adviser Representative of Beacon Financial Advisory, LLC, spending nearly full-time on these activities.