| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees above $20,000,000 are negotiated.
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Learn about disclosures →Jessica is an advisor/distributor for AdvoCare International, selling health and wellness products, dedicating minimal time. She is also an agent with Financial Security Group, selling life and health insurance and providing financial advisory services, taking nearly full-time hours.