| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI, 48302
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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 →Jeffrey sells non-variable insurance products, including life insurance, long-term care insurance, health insurance, and fixed annuities, dedicating about 10-20% of his time to this. He also teaches financial classes, spending minimal time on this activity.