| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for assets over $50,000,000.
12381 S Cleveland Ave., Suite #200, Fort Myers, FL, 33907
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Learn about disclosures →William owns rental property in Georgia, managed by a property management company, and is a board member for both Candlelighters of SWFL and FGCU Planned Giving/Advancement. These activities require minimal time and are not investment-related.