| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
2741 Campus Walk, Bldg 400, Durham, NC, 27705
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Learn about disclosures →Marc is a managing member of MFN Enterprises LLC, a real estate holding company, spending minimal time on annual reporting. He is also a managing member, investment advisory representative, and CEO of Wiser Financial Coaching, an RIA, dedicating a few hours per week to client investment advisory services.