| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
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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 →Bridget works as an assistant for The Business Transformation Company, assisting with payroll and document review, as needed. She also works as an editor/publisher for Trinity Destiny Publishing, a book publishing company, dedicating about a third of her time.