| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are negotiated for accounts over $10,000,000.
101 Parkshore Dr., Ste 100, Folsom, CA, 95630
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Learn about disclosures →Jerry is an independent insurance agent, licensed since 2017 to sell life, fixed annuities, disability, and long-term care insurance. He spends minimal time on this activity.