| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is an additional investment management fee of 0.20% of assets.
Batavia, IL
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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 →Linda owns Mahler Financial Services, offering financial product sales and consulting, and is an IAR at Signature Financial Services Ltd, providing investment advisory services. Linda also provides tax and accounting services through Linda F Mahler CPA.