| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees negotiable for clients investing over $1 million.
5955 Deerfield Blvd., Mason, OH, 45040
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