| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.75% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.75% |
| $5M+ | 1.75% |
171 W Wing St, Suite 204B, Arlington Heights, IL, 60005
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Learn about disclosures →Brendan operates Total Clarity Wealth Management as a DBA for LPL business and is a Registered Investment Advisor through Total Clarity Wealth Management, Inc., spending full-time hours on these activities. He also works as an investor for Tri County Tax & Accounting and has a business entity called The Bold Financial for tax/investment purposes, dedicating minimal time to each.