| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2M+ | 1.00% |
Clients are charged a minimum Asset Management fee of $2,500 per quarter ($10,000 annually).
110 N. Miller Ave., 1st Floor, Ann Arbor, MI, 48104
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Learn about disclosures →Andrew is involved with St. John's Episcopal Church's Finance Committee, Markets Group Private Wealth Advisory Board, CFA Society Detroit, and Huntington Woods Men's Club. These activities are not investment-related.