| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
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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 →Jacob is a Vice President at Financial Services of America, selling life insurance and fixed/indexed annuities for various insurance companies. He works through several intermediaries and directly with AAA, Fidelity and Guaranty, Grange, Jackson National, and Midland National for commission.