| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees are subject to negotiation.
3060 Centre Point Drive, Roseville, MN, 55113-1122
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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 →Tamara owns Tom Acres, Inc., a horse stable, and Tom Properties, both since June 2021. She spends minimal time on each activity, handling boarding fee collection, accounts payable, periodic accounting, and annual reporting.