| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.93% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Advisory Fees are negotiable under certain circumstances.

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Learn about disclosures →Keyana Russ, a CERTIFIED FINANCIAL PLANNER™ Professional, has more than 20 years of experience in business management in financial services, higher education, and nonprofit industries. She earned her undergraduate degree in political philosophy at Brown University, her Executive MBA at Florida Atlantic University, and her certificate in financial planning from Boston University. Keyana has an affinity working with young professionals and spent several years at the College of Charleston assisting MBA graduates in launching their careers.