| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.01% |
| $500K - $2.0M | 0.01% |
| $2.0M - $10.0M | 0.00% |
| $10.0M - $50.0M | 0.00% |
| $50M+ | 0.00% |
Fees may be negotiable. Minimum management fee may apply to accounts under the stated minimum account size.
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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 →Todd is a board member for FERA Diagnostics and Biologicals, International Polymer Solutions (iPolymer), and Kyntronics, all since 2021. He spends minimal time on each of these positions.