| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.90% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for assets above $5 million.
1459 Stuart Engals Blvd, Suite 301, Mt. Pleasant, SC, 29464
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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 →Jason is the sole owner of Mengel Financial Group, which sells life insurance products, dedicating about 10-20% of his time. He is also a partner in Fusion Realty, LLC, a real estate entity owning two commercial properties, spending minimal time on this activity.