| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
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Learn about disclosures →Stephen is an insurance agent for several companies, selling life, health, disability, and long-term care insurance, dedicating a few hours per week. He also owns rental property and works as an instructor for Kaplan, teaching the CFP curriculum, dedicating minimal time to each.