Brian P. Gallagher, CFP® and Jeremy L. Leeds presented to the incoming Freshman class of the Williamson College of the Trades in Media, PA.

[Download the Money 101 – Crash Course]

 
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