| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Fees are negotiable for amounts above $2,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
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Learn about disclosures →Philip works as an agent/salesperson for Beacon Financial Partners, selling insurance and annuity products, dedicating about 10-20% of his time. He also works nearly full-time as an IAR for Beacon Financial Advisory, LLC, providing financial advisory and consulting services.