| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.45% |
| $12.5M - $15.0M | 0.40% |
| $15.0M - $20.0M | 0.35% |
| $20.0M - $30.0M | 0.30% |
| $30.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
Fees are negotiable in certain instances.
6060 Parkland, Suite 200, Cleveland, OH, 44124
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Howard is a Director and Chief Legal Officer at Ancora Retirement Plan Services, providing retirement plan consulting. This activity takes nearly full-time hours.