| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.10% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
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Learn about disclosures →Alan is the Chief Operations Director at Heritage Tax & Insurance Services, providing tax and insurance services. This role takes nearly full-time hours.