| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are generally negotiable.
219 N. Defiance Street, Archbold, OH, 43502
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Alan is an independent contractor providing tax preparation services, an agent/representative offering fixed insurance products, and a board member for a property and casualty insurance company. He also works as an agent/representative for 724 Capital LLC, an outside RIA, dedicating about a quarter of his time to this role.