| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.75% |
Fees may be negotiated.
2860 Michelle Drive, Suite 150, Irvine, CA, 92606
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Learn about disclosures →Robert is an employee of CPS Insurance Services, selling and marketing life insurance, dedicating full-time hours to this role. He also works for CPS Financial & Insurance Services selling wholesale variable universal life insurance, and is a registered representative with Capital Synergy Partners, Inc., dedicating minimal time to each.