Hello from #XYPNLIVE!
Greetings from St. Louis! While I’m at #XYPNLIVE, a national fee-only financial planning conference, you can check out my media mentions on the “In the News” page....
Assets Under Management | Annual Fee |
---|---|
$0 - $1,000,000 | 0.75% |
$1,000,000 - $5,000,000 | 0.50% |
$5,000,000 and above | 0.25% |