| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management)
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
Get directionsGiuseppe buys and sells sports memorabilia on Ebay, and is also involved in several family trusts. He also sells life and long-term care insurance as part of estate planning, dedicating minimal time to this activity.