| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual Client circumstances and the scope of the relationship.
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Learn about disclosures →Brett owns Appleway, LLC, a real estate rental business, dedicating minimal time to it. He also spends nearly full-time working for NFA Wealth Management, a DBA for his LPL business.