| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule.
1515 Buenos Aires Blvd, Lady Lake, FL, 32159
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Learn about disclosures →Bryan is an independent licensed insurance agent selling life insurance since 2019. He also works as a mortgage loan officer for Nexa Mortgage, LLC and facilitates estate plans through Estate Guru, dedicating minimal time to each of these roles.