| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee schedule will remain in effect for Ambassador contracts signed prior to July 1, 2021. Each IAR has the ability to reduce fees based on total family or corporate relationship. Commonly, fees are discounted for nonprofit clients and 401(k)/Profit Sharing Plans.
470 Hill St., Athens, GA, 30601
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Learn about disclosures →Kevin is an officer and RIA representative for Carson Advisory Group and a minority owner and RIA representative for Carson Advisory, Inc., dedicating about half his time to each. He also serves on the Development Committee for the Food Bank of Northeast Georgia, spending a few hours per week on this activity.