| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable.
Maineville, OH
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Learn about disclosures →Alexander is a photographer, spending minimal time on this non-investment related activity. He is also a licensed insurance producer with McLean Insurance Solutions, LLC, focusing on fixed insurance and annuity sales, dedicating a few hours per week to this role.