| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may vary based on strategy, fee negotiation, and changes in fee schedules over time.
384 North Grand Street, Cobleskill, NY, 12043
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Brendan is a co-owner, co-founder, and lead consultant at 24S Agency LLC, dedicating about a quarter of his time to marketing, business management consultation, and logistics coordination. He also volunteers as Vice President of the Schoharie County Farm Bureau, spending minimal time per month on agricultural advocacy.