| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,000.
900 Jefferson Road, Suite 301, Rochester, NY, 14623-3238
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Learn about disclosures →Michael owns a CPA firm since 2006, dedicating about a quarter to full-time hours per week. He also owns rental real estate, spending a few hours per week, and sells fixed insurance and annuities, dedicating minimal time. Michael is also an Investment Advisor Representative with FSP Advisors, Inc.