| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Current clients may be grandfathered under the previous fee of 1.50%.
Indianapolis, IN
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Learn about disclosures →Jason provides dental practice consulting as CEO and owner since 2001, dedicating minimal time. He also works as an insurance broker since 1999, writing disability insurance through Union Central Life, and volunteers on the finance committee for Joy's House.