| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiated.
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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 →Gah sells insurance and disability products for multiple insurance carriers, dedicating a few hours per week. Gah is also a financial advisor at GRANTvest Financial Group, LLC, working nearly full-time, and a partner in JBT Benefits Group LLC, spending minimal time processing life and supplemental health insurance business.