| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
This schedule may be modified and fees may be negotiated with each client.
125 South 4th Street, Norfolk, NE, 68701
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Learn about disclosures →Clint is a Manager/Owner at McMill CPA PC since 2016, dedicating nearly full-time hours to CPA, tax, and consulting services. He also serves as Vice President of Herbolsheimer Estate Homeowners Association and is an LLC Member of Weeder Family Farms LLC, dedicating minimal time to each.