| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.85% |
When our firm selects a model portfolio managed by a third-party investment adviser for a client account, then the client will be assessed an advisory fee for the third-party adviser in addition to the advisory fee charged by our firm. The total advisory fee charged to the client by our firm and the third-party adviser will generally not exceed 2% and will be specified in the advisory contract with each client.
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Learn about disclosures →Michael is a registered representative and investment advisor representative, providing services through Purshe Kaplan Sterling Investments, Inc. and Conscious Capital Wealth Management, LLC. He is also licensed to sell health and life insurance through Conscious Capital and variable insurance products through Purshe Kaplan Sterling Investments, dedicating full-time to these services.