| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee applies to accounts $15,000 and above.
N14W23833 Stone Ridge Drive, Suite 350, Waukesha, WI, 53188-1126
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Learn about disclosures →David works as an independent contractor for Global View Capital Advisors, a marketing firm for insurance and advisory services, dedicating full-time hours. He is also an insurance agent for Global View Capital Insurance Services and Experior Financial Group, spending about half his time marketing and selling fixed insurance products, including life, long-term care, and disability insurance.