| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees are subject to negotiation.
27366 Center Ridge Road, Westlake, OH, 44145
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Learn about disclosures →Nicholas is self-employed, preparing taxes for friends since April 2020. This activity requires minimal time.