| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
30400 Detroit Road, Suite 201, Westlake, OH, 44145
Get directionsAshwini is involved in several business activities, including fixed annuity sales, marketing insurance and financial planning services, Medicare Supplement Health Insurance sales, social security planning, and working as a financial advisor. She also sells securities through M Holding Securities, Inc. and receives commissions, spending a few hours per week on this activity.