| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
2909 Coffee Road, Suite 8, Modesto, CA, 95355
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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 →David conducts life and disability insurance business through David R. Derby Insurance and Financial Services. He dedicates nearly full-time hours to insurance sales.