| 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.
205 East Orange Street #310, Lakeland, FL, 33801-4611
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Learn about disclosures →Christopher is the Secretary and Treasurer of Tyndall Stroud CPAs, dedicating nearly full-time to providing tax and accounting services. He is also a member and insurance principal of Tyndall Stroud Wealth Management, LLC, selling fixed life insurance products and managing fee-based securities investments, dedicating about 10-20% of his time. Christopher is also an author and spends minimal time on this activity.