| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Accounts below $500,000 charged the minimum fee will experience a fee greater than the published fee schedule. Exceptions to the published fee schedule apply to clients who engaged our services under a prior fee schedule or will be considered on an individual case basis.
Vestavia Hills, AL
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Learn about disclosures →Amber is a partner at P&M Holding Group, LLP since 2021. She dedicates minimal time to this activity during trading hours.