| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
777 South Central Expwy, Suite #1-R, Richardson, TX, 75080
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Anant is an independent insurance agent selling various insurance products since 1998, dedicating a few hours per week. He is also an IAR of Financial Management Strategies since 2011, working nearly full-time, and owner/president of United Solutions since 1999, dedicating minimal time.