| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated on a case-by-case basis.
226 W. Eldorado, Decatur, IL, 62522
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Learn about disclosures →Alan is an independent insurance broker selling fixed, health, and property & casualty insurance, dedicating about 10-20% of his time to this. He also serves as Treasurer/Director/Owner of Fulk Farms Inc., receiving salary and dividends, spending about 30 hours per month on this role.