| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.50% |
| $1.5M+ | 0.25% |
Fees may be reduced or a fixed rate fee schedule established for certain clients.
3701 Boardman - Canfield Rd., Suite 1, Canfield, OH, 44406
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Learn about disclosures →Eric works as a pension consultant for Beard Pension Services, Inc., a third-party administration firm for retirement plans. He consults with small companies and businesses that wish to establish retirement plans for their employees.