| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
10 E. Sharon Road, Cincinnati, OH, 45246
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Learn about disclosures →Charles owns Retirement Matters, LLC, which is the operating entity for his advisory and insurance business, dedicating nearly full-time hours to it. He is also a licensed insurance agent, offering various fixed insurance products and spending a few hours per week on this activity.