| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule.
St. Petersburg, FL
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Learn about disclosures →Daniel is an independent licensed insurance agent in St. Petersburg, Florida, since 1992, selling life, health, and annuity products.