| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.05% |
| $5M+ | 0.85% |
Fees are for standard assets. DSTs are subject to a lower fee schedule.
2911 Bond Street, Suite 200, Everett, WA, 98201
Get directionsMichael is an insurance agent selling fixed/traditional insurance products since October 2020. This takes about a quarter of his time.