| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Advisory fees are negotiable.
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Learn about disclosures →Karli is employed full-time as Group Director - Senior Vice President of Flagstar Advisors, Inc. She also conducts freelance budget consulting for elder care and owns rental properties and plays violin events, dedicating about 10-20% of her time and a few hours per week, respectively, to these activities.