| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.15% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $15.0M | 0.80% |
| $15M+ | 0.80% |
Fees negotiable above $15,000,000. The fee schedule is blended.
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Learn about disclosures →Timothy is the CEO and founder of Strategic Wealth Insurance Group, selling life insurance, annuities, and federal employee benefits since 2016. This activity takes nearly full-time.