| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for amounts over $2,500,000.
Poplar Bluff, MO
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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 →Calvin works as an independent insurance agent, focusing on fixed insurance sales. This activity consumes nearly a full-time commitment.