| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The client may negotiate the fee schedule with the client’s Advisory Representative.
Gold River, CA
Get directionsDragana is an independent solicitor of trust, estate planning, and asset protection services, and also engages in spiritual consulting and workshop facilitation. She is also a self-employed insurance agent selling fixed life and health insurance, dedicating about 10-20% of her time to this, and spends about a third of her time organizing paperwork for individuals and businesses.