| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
All fees are subject to negotiation.
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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 →Charles is a partner at Stanley Benefit Services Inc., retirement plan consultants, and the secretary/treasurer of Fund Direct Advisors, Inc., a registered investment advisor. Charles also works as an insurance agent for Mutual of Omaha and is a board member of Turkey Ridge Farms, LLC.