| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5.0M - $6.0M | 0.60% |
| $6.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10.0M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | Included |
Fees are quoted for assets over $20 million.
3110 Edwards Mill Road, Ste 150, Raleigh, NC, 27612
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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 →Arne is an owner, partner, and managing member of three rental real estate holdings and investment firms since 1994. He dedicates about 10% of his time to these investment-related businesses, but not during securities trading hours.