| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiated based on several factors.
Greensboro, NC
Get directionsRichard is a licensed real estate broker since 1984, spending minimal time listing and selling houses. He is also licensed in life, accident & health, variable life and annuity, and Medicare/long term care insurance, conducting these activities through Strategic Planning Corporation employment since 1986. Additionally, Richard works as an Investment Advisor Representative/Solicitor for Matson Money and Sowell Management, dedicating nearly full-time hours to each.