| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $3.5M | 1.00% |
| $3.5M+ | 0.80% |
Fees are subject to negotiation and may vary based on several factors.
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Learn about disclosures →Adam is a board member for Kevin Youkilis Hits for Kids, dedicating minimal time to this volunteer work. He is also the principal owner of Divorce Financial Solutions, LLC, providing financial forecasting reports to divorcing couples.