| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
755 West Big Beaver Road, Suite 2000, Troy, MI, 48084
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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 →John works as an insurance agent with Financial Services of America, selling life insurance and fixed/indexed annuities for commission.