| Assets Under Management | Annual Fee |
|---|---|
| Up to $150K | 1.50% |
| $150K - $250K | 1.00% |
| $250K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.85% |
| $2.5M+ | 0.85% |
Fees negotiable for accounts over $2,500,001.
1040 South Gaylord Street, Suite 12, Denver, CO, 80209
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Learn about disclosures →Michael sells non-variable insurance products, including fixed life and fixed annuities. The filing does not specify the time commitment.