| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for amounts over $2,500,000.
9127 SW 52nd Ave D-102, Gainesville, FL, 32608
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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 →Brandon is the Vice President of DTRT Advisors, providing tax preparation services and client relationship management, which takes nearly full-time hours. He is also an insurance agent for DTRT Insurance Services, focusing on Medicare and insurance planning, dedicating about 10-20% of his time, and is an enrolled agent with the IRS at Trusted Family Partners, LLC.