| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →He is an insurance agent with Lifetime Financial Group and an independent health insurance agent. He also works as a senior benefit consultant for GoHealth, dedicating nearly full-time hours, and is a consultant for Strategic Healthcare Financial Advisors LLC, and an autocad designer for Grantham Designing.