| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
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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 →Brittany is a limited partner in Fluke Capital Management, a family holding company, and spends minimal time on this. She also operates under the DBA name of Seidman Insurance Consultants, selling New York Life products and brokering non-registered insurance products, dedicating a few hours per week to this. Brittany also works as a CPA-employee for Hersman Serles Almond, LLC, and is the CEO of Seidman Private Advisors LLC, a dormant financial planning business.