| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Lloyd is a managing member of Financial Benefits Consulting, LLC, and a member of Transition Overwatch, LLC. He also works as an insurance broker selling life, disability, and fixed annuities, and owns L3LC, LLC for pass-through compensation, and is the Executive Director of FFG Cares, Inc. a charitable foundation. These activities take minimal time overall.