| Assets Under Management | Annual Fee |
|---|---|
| Up to $400K | 1.75% |
| $400K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees negotiable for amounts over $25,000,000.
8800 Lyra Drive, Suite 220, Columbus, OH, 43240
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Learn about disclosures →Adam is an insurance agent selling health, life, and ancillary insurance, receiving residual commissions, dedicating minimal time to this activity. He is also the executor of his uncle's estate, carrying out the wishes outlined in the will, spending minimal time on this.