| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees negotiable for accounts over $2,000,000.
Syracuse, NY
Get directionsJenna is an independent insurance agent since 2017, selling and servicing life, accident, and health insurance. This takes about 10-20% of her time, with a few hours per week during securities trading hours.