| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.65% |
Households under $200,000 are subject to an additional service fee.
One Towne Square, Suite 444, Southfield, MI, 48076
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Learn about disclosures →Daniel is a member of Academy Financial Gamma, LLC and Academy Financial Zeta, LLC, both involved in mortgage investing. These activities are not investment-related and appear to take minimal time.