| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
3860 Race Rd, Suite 105, Cincinnati, OH, 45211
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Learn about disclosures →Brian is a full-time sales agent for Western Southern Life. He also owns Aloha Sands LLC, a rental property, and spends a few hours per week as a course facilitator for the American College of Financial Services.