| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 2.00% |
| $1.5M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for amounts over $10,000,000. Using the previous tier's fee percentage as a starting point for negotiation.
340 Ouachita Ave, Ste. 2E, Hot Springs, AR, 71913
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Learn about disclosures →Katrina is an insurance agent selling fixed insurance products, an author, and a public speaker. She also owns rental properties through Phoenix Rising Properties, LLC.