Pitfalls to avoid, common investment mistakes, timing the market, dangers of foreign accounts (FBAR requirements), and investing with fiduciary responsibilities in mind (unitrust, balancing income/remainder interests, etc)

 
ASSETS UNDER MANAGEMENT FEE
FIRST $1,000,000 1.00%
NEXT $1,000,000 0.85%
NEXT $3,000,000 0.70%
NEXT $5,000,000 0.55%
THEREAFTER 0.40%
MINIMUM FEE $1,500