| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.61% |
| $1.0M - $2.0M | 1.31% |
| $2M+ | 1.31% |
Fees are negotiable for amounts above $2,000,000. Using the previous tier's fee percentage as the starting point for negotiation.
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Learn about disclosures →Jonathan is an agent for FNA Wealth Management, offering life insurance and earning commissions, dedicating a few hours per week. He also works as an IAR for Beacon Financial Advisory LLC, focusing on financial, income, and retirement planning, taking about half of his time.