| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Advisory fees are negotiable. Clients may pay significantly less than the maximum advisory fee.
200 9th Avenue North, Suite 100, Safety Harbor, FL, 34695
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Harrison works as a financial planner at Rogan & Associates, dedicating full-time hours to this role. He spends slightly less time on it during trading periods.