| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 0.50% |
| $50K - $100K | 0.40% |
| $100K - $250K | 0.30% |
| $250K+ | 0.20% |
200 Berkeley Street, Boston, MA, 02116
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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 →Fran is a realtor with eXp Realty since March 2023, assisting buyers and sellers in property transactions. However, Fran is not currently active in this role and dedicates minimal time to it.