| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.50% |
| $50K - $100K | 1.40% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.13% |
| $3.0M - $4.0M | 1.11% |
| $4.0M - $5.0M | 1.09% |
| $5.0M - $7.5M | 1.05% |
| $7.5M+ | 1.00% |
Fees are negotiable.
100 W Lawrence St, Suite 415, Appleton, WI, 54911
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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 →Evan operates as Northright Financial LLC, spending full-time on this endeavor. He is also an IAR with RIA-New Advisory Services LLC, an independent representative selling fixed insurance, an owner of Horizon Wealth Management LLC, and a consultant with Magellan Research Group.