| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 3.00% |
| $250K - $500K | 2.80% |
| $500K - $1.0M | 2.50% |
| $1.0M - $3.0M | 1.90% |
| $3.0M - $5.0M | 1.60% |
| $5M+ | 1.60% |
Fees negotiable for accounts over $5,000,001.
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Learn about disclosures →Anthony is the secretary and a board member for Safety Systems Technology (NV), Inc., spending minimal time on this role. He is also an investment associate with Tony May Wealth Management Group of Wedbush Securities, but devotes no time to this team marketing name.