| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiated.
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Learn about disclosures →Anthony is a small investor in a startup franchise, an insurance agent selling life and disability products, and co-owner of GRANTvest Financial. He also has an LLC for processing life and supplemental health insurance business, and a DBA for marketing services.