| 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
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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 →Brandon is associated with Able Financial Group as a Registered Investment Advisor (RIA), dedicating full-time hours to this role, with 130 hours during trading hours.