| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The client may negotiate the fee schedule with the client’s Advisory Representative.
Gold River, CA
Get directionsMarilyn is an independent salesperson of various insurance products, dedicating minimal time to this activity. She also works as an independent solicitor for trust and estate planning services, and as a property manager for Chaduco, Inc., spending about half her time on the latter.