| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.15% |
| $500K - $1.0M | 2.05% |
| $1.0M - $2.5M | 1.80% |
| $2.5M+ | 1.80% |
Fees negotiable for amounts over $2.5 million.
Salt Lake City, UT
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Learn about disclosures →Christopher is involved with retirement plans through 401kaim, dedicating about 10-20% of his time. He also sells life and annuity products with multiple carriers, spending about a quarter of his time, and sells Medicare plans, spending a few hours per week.