Name: Hurlow Wealth Management
Address: 3925 Hagan Street Suite 300, Bloomington, IN, 47401
Telephone: 812-333-4726

Ongoing financial planning & investment management

Assets Under Management	Advisory Cost	Billable Assets	Non-Billable Assets
The first $1 million of assets under management	1.0%	Investment accounts set up at Charles Schwab, our preferred custodian. Investment accounts outside of Charles Schwab that we advise on (401(k), H.S.A.'s, 529's, no-load tax deferred annuities, etc.)	Checking or savings accounts Home or other real estate Businesses Investment accounts outside of Charles Schwab that we do not advise on Personal property
The next $4 million of assets under management	0.8%
The next $5 million of assets under management	0.6%
The next $5 million of assets under management	0.4%
All remaining assets under management	0.2%

Our minimum fee is $5,000. This would apply for clients with assets under management lower than $500,000.

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