| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.5M | 0.80% |
| $3.5M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Management fee can be negotiated within each tier on a client-by-client basis.
100 W. Lucerne Circle, Suite 200, Orlando, FL, 32801
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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 →Karen owns Dynasty Concept Group, LLC, a real estate management entity, since 2014. She spends minimal time performing administrative functions and operational oversight.