| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiated based on several factors.
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Learn about disclosures →Philip is a member of Legacy Law Firm, LLC, working as a lawyer full-time since 2014. He also works as an agent for Premier Planning and National Guardian Life Insurance Co., spending minimal time on each, and is a solicitor for Matson Money, dedicating a few hours per week.