| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2M+ | 0.75% |
Fees are negotiable and can be reduced at The Advocate Group's discretion. The actual fee charged to each client shall be determined prior to establishing the arrangement.
601 Carlson Parkway, Suite 1100, Minnetonka, MN, 55305
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Learn about disclosures →Elizabeth holds a 5% ownership stake in TAG Financial Services Inc., a licensed insurance agency. Although she may receive distributions of capital in the future, she is not a licensed insurance agent, does not serve in an employment capacity, and receives no compensation from the firm.