| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Current clients may be grandfathered under the previous fee of 1.50%.
11939 N Meridian St, Ste 225, Carmel, IN, 46032
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Learn about disclosures →Kal is a Sergeant/Production Controller in the Indiana Army National Guard since 2010. This takes about 10-20% of his time and does not occur during securities trading hours.