| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Fees are negotiable for amounts above $2,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
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Learn about disclosures →Deborah is the President and co-founder of Jeremy Cares Inc., a non-profit organization, dedicating about 10-20% of her time. She also serves as Chief Compliance Officer and Chief Operating Officer at Beacon Financial Advisory and Chief Operations Officer at Beacon Financial Partners, dedicating nearly full-time hours to the latter.