| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
MAI negotiates fees at its discretion, resulting in clients under different fee schedules.
6050 Oak Tree Blvd, Suite 500, Cleveland, OH, 44131
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Learn about disclosures →Andrew is involved in fixed insurance sales, specifically accident and health insurance products, and property & casualty insurance for various carriers through Treloar & Heisel, LLC.