| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fees are negotiable at the sole discretion of the Advisor. A minimum annual fee of $5,000 will be charged on accounts below $350,000.
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Learn about disclosures →Brian creates and distributes music on streaming platforms and collects royalties. He also has a partnership with YouTube/Google, unrelated to finance.