| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.50% |
The annual fee is negotiable.
Greenville, NC
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →Jesse works as an auditor for Cahaba Safeguard Administrators, dedicating full-time hours to Medicare audits. He is also a partner in Make It Easy Financial, a small bookkeeping and tax firm, taking about 35-50 hours per month for tax advising services.