| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
235 Everett St, East Peoria, IL, 61611
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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 →Eric works as a financial consultant for John Graham and Associates since 2021, dedicating full-time hours. He also works as a financial consultant for Rushville State Bank since 2023, spending a few hours per week.