| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is an additional investment management fee of 0.20% of assets.
Noblesville, IN
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Learn about disclosures →Richard is an insurance broker selling traditional insurance products, an investment advisor representative, sells crop insurance, owns rental houses, and prepares taxes. He has been involved in these activities since 1999, 2012, 2015, and 2019 respectively.