| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
MAI negotiates fees at its discretion, resulting in clients under different fee schedules.
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Learn about disclosures →William works as an attorney and CPA providing legal and accounting services, dedicating nearly full-time hours to this profession. Clients may be introduced to Court Place Advisors, LLC for investment advisory services, but there is no obligation and no referral fees are paid.