| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable and can vary based on complexity and services rendered.
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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 →Anthony is the Executive Vice President of Operations at Xtronx, Inc., a digital video billboard company, dedicating minimal time. He also serves on the board of directors for Valstock Management Inc and WSJ Management LLC, real estate-related businesses, spending minimal time per quarter.