| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
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Learn about disclosures →Mark is involved in insurance and annuity sales through Financial Services of America, including managing sales representatives. His compensation is commission-based.