| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable.
13537 Barrett Parkway Drive, Suite 300, Manchester, MO, 63021
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Learn about disclosures →Becky is an agent for sales of Medicare-approved products, receiving commissions. This activity is not investment-related and the time commitment is not specified.