| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3M+ | 0.70% |
Annual fee is negotiable depending upon the market value of your assets under our management and the specific type of investment management services to be rendered.
1790 Town Park Blvd., Suite K, Uniontown, OH, 44685
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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 →Michael sells life, health, disability, long-term care, fixed and indexed annuities through Integrated Planning Company, dedicating a few hours per week. He also works with Integrated Wealth Management as an IAR and owns Koly Financial Group, dedicating nearly full-time hours to the business.