| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for amounts over $10M.
117 East Fourth Street, Covington, KY, 41011
Get directionsJustin is a financial advisor at Legacy Financial Advisors, Inc., dedicating full-time hours to advising and reviewing clients on investments and planning. He also advises clients on insurance needs through appointments with multiple carriers, earning insurance commissions/sales, which takes about 10-20% of his time.