| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.15% |
| $2.5M+ | 1.05% |
Fees may be negotiable.
3003 Oak Road, Ste 250, Walnut Creek, CA, 94597
Get directionsWesley is an individual life insurance agent with Mass Mutual since 2013, working from the same location as his advisory business. This activity takes a few hours per week.