| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.10% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Saint Louis, MO
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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 →Jacob works as an Accounts Receivables Coordinator for Sevita Health (MENTOR) since July 2021. This takes about a quarter of Jacob's time and does not present a conflict of interest.