| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Investment management fees for the Legacy Individual Stock Strategies are: $500,000 – $5,000,000 .75% of entire balance; Greater than $5,000,000 .60% of entire balance
8111 Timberlodge Trail, Dayton, OH, 45458-2103
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Learn about disclosures →Melvin owns B&B Tax & Bookkeeping Service, Inc. since 1993, spending nearly full-time on bookkeeping and tax preparation. Melvin also works as an insurance agent/contractor since 1970, dedicating a few hours per week to selling LTC, SPDA, SPIA, and other insurance products.