| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are generally negotiable.
16930 East Palisades Blvd., Suite 100-C, Fountain Hills, AZ, 85268
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Learn about disclosures →John is involved in several outside business activities. He is involved with JMC Agency, which is investment-related and involves insurance sales, taking about a quarter of his time. He also spends minimal time on J&S Farms, which is not investment-related, and dedicates full-time hours to Acrylic Financial, Inc., an investment-related business.