| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.75% |
Fees negotiable for accounts over $10,000,000. Pension Consulting uses the same fee schedule.
1630 E River Rd Ste 212, Tucson, AZ, 85718
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Learn about disclosures →Victor is an Investment Advisor Representative (IAR) with Nova Financial, LLC, dedicating a full-time commitment to this role. He is also an independent insurance agent, spending minimal time on this non-investment related activity.