| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1M+ | 0.50% |
Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
2 Hayes Street, Norwich, NY, 13815
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Erinn owns 70% of a building in Norwich, NY, and is involved in bookkeeping and rental income through Manley House Assoc LLC. This activity is not investment-related and requires minimal time.