| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable and can be lower than the standard fee schedule.
1204 South Us 27, St. Johns, MI, 48879
Get directionsAdam owns rental property in Sarasota, Florida, as a landlord. He spends minimal time on this activity, and it does not interfere with his duties at the firm.