| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated on a case-by-case basis.
204 St. Francis St., Kennett, MO, 63857
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Learn about disclosures →Charles is a fixed insurance agent and president at Baker Welman and Brown Insurance, and also provides financial services and sales under Baker Welman and Brown Financial Services, dedicating full-time hours to both. He also serves as a consultant/shareholder for Precision Insurance & Financial Services, Inc. and is the Unit Committee Chairman for Boy Scout Troop 4272 and Cub Scout Pack 4089.