| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
201 East Stephen Foster Avenue, Bardstown, KY, 40004
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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 →Valerie is a financial advisor at Mike Brooks & Associates, Inc. and a registered representative at Silver Oak Securities, Inc., dedicating a significant amount of time to these roles. Valerie is also a licensed insurance agent at Magnate Wealth Management, LLC, selling various insurance products, which takes about 10-20% of her time.