| 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.
Phoenix, AZ
Get directionsQuincy is involved in financial and insurance sales and services, dedicating a few hours per week, and owns rental real estate property, dedicating minimal time. He is also an officer at Financial Depot LLC, an insurance agency that sells life insurance and indexed annuities, dedicating about 10-20% of his time, and is the treasurer for Old Danville Shepardhill Cemetary, dedicating minimal time.