| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule.
1515 Buenos Aires Blvd, Lady Lake, FL, 32159
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Learn about disclosures →Craig is the owner/broker/insurance agent for Financial Vision & Financial Services, selling life, health, and fixed annuities. This activity takes about half of his time.