| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees negotiable for accounts over $3,000,000.
2246 S. State Route 157, Suite 225, Glen Carbon, IL, 62034
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Learn about disclosures →Scott is a sole proprietor selling non-variable insurance products since 1994, dedicating about 10-20% of his time to this. He also works full-time as a registered investment advisor at CarsonAllaria Wealth Management, LTD, and spends about 10-20% of his time soliciting life and LTC insurance policies as an agent with PKSF/Ash Brokerage.