| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Annual fees are negotiable at the discretion of the advisor.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Salma volunteers as Vice President for the Insight Meditation Society, overseeing the endowment which includes investment activities. She is also employed by Parsonex Enterprises, Inc. as a Portfolio Manager, and spends minimal time on her volunteer work.