| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Crown Point, IN
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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 →Adam owns Zero to One, LLC, a software development company, and spends minimal time on it. He is also a co-owner of BuildWise Solutions, LLC, a building materials manufacturer, where he consults, dedicating minimal time to it.