| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.85% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.75% |
Fees are negotiable for accounts over $15,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
8737 E. Via De Commercio, Suite 100, Scottsdale, AZ, 85258
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 →Laurel works full-time as a registered investment advisor (RIA) at ABLE Financial Group. She spends nearly all of her time during trading hours in this role.