| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 2.10% |
| $750K - $2.0M | 1.60% |
| $2M+ | 1.10% |
Fees are negotiable.
401 Westpark Court, Suite 200, Peachtree City, GA, 30269
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 →Dawn works as an insurance agent for Amerity Financial, an Insurance Marketing Organization. This activity is non-investment related and takes about 10% of Dawn's time.