| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and subject to various objective and subjective factors.
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Learn about disclosures →Evan works full-time for Baker Tilly Wealth Management, LLC, a controlled subsidiary of Baker Tilly Advisory Group, LP. He also owns rental real estate property, dedicating minimal time to this activity.