| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.20% |
| $250K - $750K | 1.75% |
| $750K - $2.0M | 1.25% |
| $2M+ | 0.75% |
Fees are negotiable.
708 Mclain Road, Kannapolis, NC, 28083
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Kenneth is the president of Arriba Investment & Exchange Corp and Right Now Properties Inc, and co-executor of the Eirkson Estate. He is also an insurance agent with Synergy Insurance Group, dedicating about a quarter of his time to insurance product sales, and an IA rep with Synergy Investment Group, LLC, spending nearly full-time providing investment advisory services.