| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on the amount of assets under management, range of investments, and complexity of your financial circumstances.
7889 Red Arrow Highway, Stevensville, MI, 49127
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Victoria is a registered representative with LPL Financial LLC, selling securities and variable insurance products, and an investment adviser representative with True Blue Financial, LLC, providing investment advice and insurance services. She also works with True Blue Tax, LLC, and is an independent insurance agent selling fixed insurance products; these activities take about 10-20% of Victoria's time, nearly full-time, minimal time, and minimal time, respectively.