| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
Get directionsJeffery is an insurance agent selling life insurance, fixed/indexed annuities, and health insurance, dedicating about a quarter of his time to Financial Services of America and minimal time to FSA Health. He also works as an investment adviser representative for FSA Advisors, spending nearly full-time hours, and as CFO for Hatty Group, a staffing firm, for about 10-20% of his time.