| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary based on program. Managed Account Program may include an additional 0.10% for each tier.
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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 →Mikel is the CIO of Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C., both financial services firms. He dedicates full-time hours to portfolio analysis, trading, investment committee leadership, fund manager interaction, and client servicing at both firms.