| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are subject to negotiation.
2717 Bellevue Ave Suite 6, Syracuse, NY, 13219
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Learn about disclosures →Daniel sells life, accident, health, and fixed and variable annuities with various companies. He spends minimal time on this activity during market hours.