| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.70% |
Fees above $2,000,000 are negotiable.
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Learn about disclosures →James is the producer for Retire Southern Company, LLC, a podcast/website/social media lifestyle brand. He spends a few hours per week on this activity.