| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.40% |
| $5.0M - $10.0M | 1.30% |
| $10.0M - $25.0M | 1.20% |
| $25M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Certain Clients may have a fixed annual fee or fixed rate fee or a fee schedule that differs from above.
2859 Paces Ferry Road, Suite 635, Atlanta, GA, 30339
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Learn about disclosures →John has been a GA insurance agent offering various types of insurance products since 2018. This investment-related activity takes about half of his time.