| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees above $5,000,000 are negotiable.
Orlando, FL
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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 →Jennifer is the COO/CFO of Integrated Loyalty Systems, Inc., a managing member of Moondance Enterprises LLC (rental property), and involved in book writing and publishing. She also dedicates about a quarter of her time to sales of interests in real estate syndicates.