| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.49% |
| $25M+ | 0.49% |
Fees are negotiable for amounts over $25,000,001. Using the previous tier's fee percentage for the negotiable tier.
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Learn about disclosures →Stephen is the president of Stephen M Bunch PA, a holding company, and a manager at SBF, LLC, a full-service CPA firm, dedicating nearly full-time hours to the latter. He is also a passive partner in an insurance brokerage business, Bayview Insurance Solutions, LLC.