| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5,000,000 are negotiable.
Karlstrasse 20, Heidelberg, 69117
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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 →Brian is a co-host for the ScissorTail Nation Podcast, a sports hobby podcast focused on the USL Championship soccer league. He dedicates a few hours per week to this non-financial related activity.