| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are subject to negotiation.
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Learn about disclosures →Daniel is licensed in life, accident, and health insurance, and works as an investment advisor through Toomey Investment Management Inc, also doing tax preparation. These activities together take nearly a full-time commitment.