| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 1.65% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Total Assets across all client Accounts (“Household”), including Managed Private Investments will be combined to meet the above cost breakpoints for adviser cost calculation purposes.
75 Valley Stream Parkway, Suite 201, Malvern, PA, 19355
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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 →Avi is an officer/partner in CMG Insurance Solutions, an insurance agency selling life insurance and fixed indexed annuities since 2021. Avi spends about 10-20% of his time overseeing management and growth of the company and selling insurance products.