| 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 →Edward works as an independent contractor and financial advisor for Carson Advisory Group, dedicating about half of his time. He also serves on the advisory board of Historic Clarkesville Cemetery Preservation, Inc., a non-profit, spending minimal time on this activity.