| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.80% |
| $50K - $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1000K | 2.00% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.75% |
| $2.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,000.
1 Transam Plaza Drive, Suite 230, Oakbrook Terrace, IL, 60181-4285
Get directionsAnna provides investment services to clients through Harvest Investment Services, LLC, dedicating about half of her time. She also works as an independent insurance agent, selling various insurance products including annuities, Medicare supplements, life insurance, disability insurance, and long-term care insurance, spending a few hours per week on these activities.