| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. For account values of less than $7,500, this may equate to be more than the maximum 2% as stated in this Form ADV and the Agreement.
13840 Ballantyne Corp Pl, Suite 115, Charlotte, NC, 28277
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Learn about disclosures →Jonathan works as an investment adviser representative at Foundations Investment Advisors, LLC since February 2022. This activity requires a few hours per week during trading hours.