| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
98 Washington St., Middletown, CT, 06457
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Learn about disclosures →Elizabeth sells fixed insurance products since 2017, dedicating minimal time. She is also a residential real estate sales agent and provides bookkeeping services, both taking minimal time. Elizabeth owns Turnkey Financial Partners, LLC to facilitate securities, advisory, and insurance business, taking about 10-20% of her time.