| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The fee schedule will remain in effect for Ambassador contracts signed prior to July 1, 2021. Each IAR has the ability to reduce fees based on total family or corporate relationship. Commonly, fees are discounted for nonprofit clients and 401(k)/Profit Sharing Plans.
470 Hill St., Athens, GA, 30601
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Learn about disclosures →Cesar works as a financial analyst and investment adviser representative for Carson Advisory Group. He also works as an independent contractor, bookkeeper, and consultant for Mishu Music LLC, spending about 10-20% of his time on this activity.