| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
330 Kennett Pike, Suite 201, Chadds Ford, PA, 19317
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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 →Charles is the owner of The CP Welde Group, focusing on tax planning and fixed insurance planning and sales, dedicating a few hours per week to each. He is also a General Partner with the Castle Rock Life Settlements Fund, spending minimal time on this investment-related activity.