| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees are negotiated on an IAR-by-IAR, client-by-client, or account-by-account basis.
2687 44th Street Se, Kentwood, MI, 49512
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Learn about disclosures →Christopher is the owner of Simon Financial Services, a DBA for insurance and financial services, since 1994. He dedicates about a quarter of his time to preparing quotes, plans, and proposals for life insurance.