| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
9200 South Hills Blvd., Suite 310, Broadview Hts., OH, 44147
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Learn about disclosures →Charles is a co-owner and investment advisory representative at Financial Management Strategies, Inc., dedicating a full-time workload to financial planning and asset management. He also works as an insurance agent selling fixed insurance products, dedicating minimal time to this activity.