| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
All fees are subject to negotiation.
154-C Beacon Dr, Winterville, NC, 28590
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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 →Derek is the President of Tyndall Stroud CPAs, dedicating a significant portion of his time to this activity. He is also a manager/member of an LLC involved in passive real estate investments and holds a North Carolina Property & Casualty Agent's license.