| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees are negotiable for household accounts aggregating more than $3,000,000.
4200 Malsbary Road, Cincinnati, OH, 45242
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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 →Carter is the Executive Vice President and Manager of Greenacres Foundation, Inc., Manager of Wile Holdings, and Trustee/Business Consultant for multiple trusts and foundations. He is also the President of LIFE Foundation, a grant-making organization, in an uncompensated position.