| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
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Learn about disclosures →Mark is a Vice President/Insurance Agent at Financial Services of America, focusing on insurance sales and services, dedicating about a quarter of his time. He also works as an Investment Adviser Representative at FSA Advisors, providing investment advice for a fee, which takes nearly full-time.