| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.40% |
Fees are negotiated for amounts over $10,000,001. Using the previous tier's fee percentage as the starting point for negotiation.
940 N. Industrial Dr., Elmhurst, IL, 60126-1131
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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 →Caedmon works for First United Credit Union as an Outbound Sales Specialist. He is also involved with 310 Wealth Planning, LLC, a fee-based financial planning business, handling marketing, operations, and content creation.