| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Fees are negotiable for amounts above $2,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
2214 Enterprise Parkway East, Twinsburg, OH, 44087
Get directionsWilliam sells life insurance and fixed/indexed annuities through FNA Wealth Management, dedicating a few hours per week. He also works as an Investment Advisor Representative (IAR) for Beacon Financial Advisory LLC, spending about half his time on financial planning, risk analysis, and trading activities.