| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.45% |
The annual fee may be negotiable based upon certain criteria.
1460 Us Hwy 9 North, Suite 210A, Woodbridge, NJ, 07095
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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 →Denny is an owner and independent insurance agent at All Access Brokerage LLC, focusing on Medicare plans, employee benefits, and healthcare plans. Denny also spends minimal time as an author and seller of financial books.