| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fee schedule can be negotiated based on circumstances.
801 F Sunset Drive, Suite 1, Johnson City, TN, 37604
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Learn about disclosures →John works as a financial advisor for BCS Wealth Management, focusing on financial and retirement planning, dedicating full-time hours. He also sells fixed/traditional insurance through PKS Financial, spending minimal time on this activity.