| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Minimum annual fee of $10,800.
1821 Walden Office Square, Suite 400, Schaumburg, IL, 60173
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Learn about disclosures →Douglas is a licensed insurance professional and receives commissions from various insurance companies, separate from his role with LifePoint Planning. This practice presents a conflict of interest, but clients are not obligated to implement his insurance recommendations.