| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees are negotiated on an IAR-by-IAR, client-by-client, or account-by-account basis.
Los Angeles, CA
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 →Alan is an insurance agent offering accident & health insurance, fixed/indexed annuities, and traditional life insurance products since 2017, dedicating nearly full-time hours to this. He also works as a salesperson for American Senior Benefits, offering health insurance, fixed/indexed annuities, long-term care insurance and traditional life insurance products since 2016, dedicating nearly full-time hours to this as well.