| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
3000 Harleysville Pike, Souderton, PA, 18964
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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 →Craig is employed full-time by The Paragon Alliance Group as a business development coordinator. The Paragon Alliance Group is a third-party administrator primarily working with retirement plans in a non-investment related capacity.