| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.63% |
| $10M+ | 0.50% |
Fees are negotiable. Legacy clients may pay different rates.
505 N Highway 169, Suite 900, Plymouth, MN, 55441
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Bryan is an agent/broker selling fixed life and fixed annuity insurance products through Joyn Advisors Inc and Joyn Atlanta Inc since 2018. These activities require a few hours per week.