| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.03% |
| $500K - $1.1M | 0.03% |
| $1.1M - $2.0M | 0.02% |
| $2M+ | 0.01% |
Fees are subject to negotiation depending on specific circumstances.
109 Water St. Suite 1B, Boyne City, MI, 49712
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Learn about disclosures →Paul works as a seasonal fly fishing guide and ski instructor, dedicating minimal time outside of business hours. He is also a licensed insurance agent selling variable annuities and life insurance, spending minimal time on these activities.