| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
Fees are negotiable.
4950 S 48th St, Phoenix, AZ, 85040
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Andrea works as a notary, operates a DBA for her LPL business, and has a financial institution duty with BMO Harris Bank. She also drives for Uber a few hours per month to help her daughter raise money for charity.