| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
18001 N 79th Ave, #A15, Glendale, AZ, 85308
Get directionsSheila is an insurance producer since 2022, soliciting and selling insurance products through Kaizen Wealth Management. This activity takes a full-time commitment, with approximately a few hours per week occurring during trading hours.