| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.75% |
This fee schedule applies to Stock-Based Model Portfolios. Index-Based Model Portfolios have a different fee schedule.
6700 Fairview Road, Suite 360, Charlotte, NC, 28210
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Learn about disclosures →Hilary is a co-owner and CEO of Capital Gains ATM Resources LLC, which handles ATM installation and maintenance. This takes about 10-20% of her time and is considered adjacent to financial services but not conflicting.