| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be reduced for combined household accounts.
10371 N. Oracle Rd., Suite 102, Oro Valley, AZ, 85737
Get directionsKelly is a partner and officer with Forward Strategies Insurance Brokerage, an insurance marketing company, where she markets life insurance and fixed annuities to agents. She works full-time and spends a great deal of time working with fixed and fixed index annuities.