| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is an additional investment management fee of 0.20% of assets.
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Learn about disclosures →David is the president of Marlett, Wheeler and Co LTD, providing tax, accounting & auditing services since 1987. He is also an IAR with Signature Financial Services LTD since 2007 and a board member for several wireless communication companies.