| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
Flushing, NY
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Learn about disclosures →Andrew is a consultant for B. Riley Wealth Insurance, focusing on insurance sales, and an agent for Medicare Solutions, selling Medicare plans. He spends a few hours per week on each activity.