| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for amounts over $2,500,000.
Portland, MI
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Learn about disclosures →Andrew is a 50% owner of Brace Financial DBA Michigan Tax and Financial since 2010, where he does tax preparation and insurance sales. He also has insurance sales roles with The Revolution and Megastar Advisors since 2014.