| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are negotiable based on various factors.
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Learn about disclosures →Sol works as a legal assistant at A2 Law Office, P.A. since 2022, drafting trusts and wills, and spends about 10-20% of their time on this activity.