| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fee schedule can be negotiated based on circumstances.
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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 →Nathan is a financial advisor at BCS Wealth Management. He is also the president of Elizabethton Holdings, Inc., a family-owned corporation holding various investments, spending a few hours per week on this activity.