| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The Registrant generally requires an annual minimum fee of $3,000 for its investment advisory services. The Registrant’s investment advisory fee is negotiable.
Fishers, IN
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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 →Brenden King is the CEO and sole owner of 2A Asset Management, a tax advisory firm established in 2024. As an Enrolled Agent, Brenden operates as a tax advisor, dedicating a few hours per week to tax planning and preparation.