| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10,000,000.
6121 Excelsior Blvd, St Louis Park, MN, 55416
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Learn about disclosures →Joseph is a managing member of Secured Retirement Associates, LLC, an insurance agency, since 2007. He spends about half his time on this activity, selling insurance products.