| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Account size may be negotiable under certain circumstances.
10245 E. Via Linda Blvd., Suite 110, Scottsdale, AZ, 85258-5316
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Learn about disclosures →Patricia has been a licensed insurance agent since 1987, offering life and disability insurance to clients. She spends minimal time on this activity.