| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable and subject to various objective and subjective factors.
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Learn about disclosures →Richard receives salary and variable compensation from Baker Tilly for advisory services with Baker Tilly Wealth Management, LLC, spending all of his time on this. Richard is also an insurance agent since June 2022.