| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
36610 Detroit Road, Avon, OH, 44011
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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 →Chad is a licensed insurance agent selling fixed insurance products, including life insurance, annuities, disability insurance, long-term care insurance, and Medicare supplements, dedicating a few hours per week to this activity. He also works as a delivery lane manager for JL Smith Group, spending about 10-20% of his time on training and staff management, mentors other advisors, and conducts financial literacy seminars.