| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees negotiable for clients investing over $1 million.
1028 Lee-Ann Drive, Suite 218, Concord, NC, 28025
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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 →Keith is involved with Family Wealth Partners, providing financial planning services. He also sells life, disability, and long-term care insurance when suitable for clients.