| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10M.
117 E. Fourth Street, Covington, KY, 41011
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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 →Mitchell works for Legacy Financial Advisors, Inc. as an investment trader/paraplanner, assisting the director of investment in trading duties and assisting advisors in paraplanning duties, dedicating about a quarter of his time.