| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for assets over $5 million.
Hauser, ID
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →John is a direct writing agent for ECC Financial, an insurance agency, spending about 10-20% of his time on this activity, with a few hours per week during securities trading hours. He also acts as a trustee for the Donald C. Meyer, Jr. Revocable Trust.