| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
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Learn about disclosures →Steven is the Managing Member of Goldbloom Advisory LLC d/b/a AGT Tax & Insurance Services West, providing insurance services since 2005. He is also a speaker, manages IAS Co. (a CRM software provider for insurance professionals), and is a life planning coach for Empowered Wealth.