| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. There is an additional investment management fee of 0.20% of assets.
703 South Main Street, Altamont, IL, 62411
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Learn about disclosures →Teresa is an agent/broker for Signature Brokerage Services Ltd. selling traditional insurance products since 2002, and an IAR for Signature Financial Services Ltd. providing investment advisory services since 2001. Teresa also owns rental property in Nashville, is a member of 5030 17th Ave., LLC (property in Colorado), and runs an accounting practice as Teresa Mitchell CPA.