| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.15% |
| $3.0M - $4.0M | 1.10% |
| $4.0M - $5.0M | 1.00% |
| $5.0M - $6.0M | 0.90% |
| $6M+ | 0.90% |
Annual fee is negotiable for accounts over $6,000,000. Accounts within the same household may be combined for a reduced fee.
27499 Riverview Center Blvd., #126, Bonita Springs, FL, 34134
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Nevin is the President/Insurance Agent of NMW Financial, PA and a Research Associate at Pelican Financial Group, dedicating full-time hours to each. Nevin also serves as Vice President of Michael J. Woulas Ph.D., Inc., but spends minimal time on this role.