| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.20% |
| $2.5M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable for accounts over $10 Million.
270 W. Plant Street, Ste. 240, Winter Garden, FL, 34787
Get directionsHilgardt is the owner/president of The LifeWealth Group, developing financial plans and selling securities, variable products, and fixed insurance products. He also has ownership in LifeWealth Transition Partners, LLC, assists clients in business sales, is a real estate sales associate, and is involved in personal real estate investments.