| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee.
One Towne Square, Suite 444, Southfield, MI, 48076
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 →Gregory is a self-employed farmer raising grain crops since 2010. This seasonal activity takes about 20% of his time in the spring and fall and is not investment-related.