| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Minimum annual fee: $7,500. The Adviser reserves the right to impose a minimum of $1,500,000 of assets under management to open a portfolio management relationship. This minimum relationship size and annual fee may be negotiable under certain circumstances.
85 Beach Street, Building D, Westerly, RI, 02891
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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 →Larry serves as a chaplain and campus minister for Rhody Christian Fellowship, a religious organization, as a board member and director. This activity is not investment-related and takes nearly full-time hours.