| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
1 Wall St, Carlinville, IL, 62626
Get directionsCarl is a licensed insurance agent and owner of Carl W Zeidler, PLC, selling and servicing insurance products, dedicating about 10-20% of his time. He also owns the office building rented by Wall Street Financial Group, Inc., and is the President and Owner of Wall Street Financial Group, Inc., also spending about 10-20% of his time selling insurance products.