| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable.
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Learn about disclosures →Albert owns an insurance sole proprietorship selling life insurance since 2019, dedicating a few hours per week. He is also the managing director of Redwood Tax Specialist LLC and owner of Souza Insurance Services, spending a few hours per week on each.