| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable.
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Learn about disclosures →Janelle is an Investment Advisor Representative with Grimes & Company since 2014, dedicating nearly full-time hours to this role. She is also involved with GGC&W, LLC, an LLC for internal accounting of fixed insurance commissions, spending minimal time on this activity as a referral source.