| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M+ | 0.90% |
Fees are generally negotiable.
Bethany Beach, DE
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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 →Michael owns Beach 2 Bay Insurance since 2010, offering life insurance and long-term care options. He also owns Loftus Coaching & Consulting since 2018, providing consulting and marketing services to advisors.