| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Vector reserves the right to discuss and agree upon an appropriate fee that may either be higher or lower than the stated schedule.
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Learn about disclosures →Joseph is a registered representative with Purshe Kaplan Sterling Investments since 2013. He also sells fixed insurance products.