| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
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Learn about disclosures →Carol is a licensed insurance agent doing business under Your Secure Retirement, Inc., offering various insurance products and dedicating about a quarter of her time to this. She also owns rental property, is the Chapter President of Foundation for Fiduciary Education Inc., and owns Your Secure Retirement Capital Management, LLC and Your Secure Retirement, Inc., spending minimal time on the former and full-time on the latter.