| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
10800 Sikes Place, Suite 110, Charlotte, NC, 28277
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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 →Wade is involved in insurance sales through Tactical Investment Advisors & Braeside Benefits. This activity takes nearly full-time.