Not Your Parents’ Financial Planning
From accessibility to technology and more, financial planning has evolved over the years. This isn’t your parents’ financial planning. Learn what’s changed — even over the last couple of decades....
Assets Under Management | Annual Fee |
---|---|
$0 - $1,000,000 | 0.60% |
$1,000,000 - $3,000,000 | 0.50% |
$3,000,000 - $5,000,000 | 0.25% |
$5,000,000 and above | 0.10% |