| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.75% |
| $500K - $1.0M | 2.75% |
| $1.0M - $5.0M | 2.50% |
| $5M+ | 2.25% |
Total wrap-fee is negotiable.
4000 Ponce De Leon Blvd Ste 670, Coral Gables, FL, 33146
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Learn about disclosures →Joyce is a township supervisor, dedicating minimal time to this role. She is also the President of Joyce Moore Financial Service, offering fixed annuities, term life, life insurance, long term care, disability and permanent life insurance, spending minimal time on this.