| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
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Learn about disclosures →Jesse owns and is president of Roadmap Tax Services, Inc. providing tax preparation services, which takes nearly full-time. Jesse also owns Roadmap Insurance Solutions, Inc. and is a self-employed insurance agent, providing fixed annuities and life insurance solutions, and owns Charcoal Valley Ranch LLC for cattle ranching.