| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
532 Page Street, Stoughton, MA, 02072
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Learn about disclosures →Paul is an insurance producer in Massachusetts. This requires a few hours per week.