Foundation Wealth & Tax Advisors, LLC Fee Schedule
Assets Under Management (AUM) | Fee (% of AUM) |
≤ $1,000,000 | 1.25 |
$1,000,001 - $2,000,000 | 1 |
$2,000,001 - $3,000,000 | 0.8 |
$3,000,001 - $5,000,000 | 0.65 |
$5,000,001 - $10,000,000 | 0.5 |
≥ $10,000,001 | 0.4 |
Note: Total fee is based on the weighted percentage of assets in each tranche.
