| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable and vary based on client circumstances.
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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 →Brian is the Chief Financial Officer at Sterne, Kessler, Goldstein & Fox P.L.L.C., a law firm, since 2016. This requires nearly full-time commitment, with some hours during securities trading hours, and involves accounting and financial responsibilities.
Brian Fyock is a Wealth Advisor providing comprehensive, tax-efficient investment and financial planning to law firm and consulting firm partners and their families.