| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule.
1515 Buenos Aires Blvd, Lady Lake, FL, 32159
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Learn about disclosures →Claude is an independent insurance agent for various insurance companies since 2020, selling health insurance, life, disability, long-term care, and annuities. This takes about a quarter of his time, with about 10-20% of his time during trading hours.