| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.80% |
| $2M+ | 0.70% |
Fee is negotiable depending on individual client circumstances.
1795 Alysheba Way, Suite 7104, Lexington, KY, 40509
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →David is an agent involved in fixed insurance sales since 2002, dedicating a few hours per week. He also manages DBS Financial Services, LLC, which was set up for tax reporting, spending minimal time on it.