| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
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Learn about disclosures →Steven is contracted as a financial planner for Blend Financial, Inc. dba Origin Insurance Services. The company name includes "Insurance Services", suggesting insurance sales are involved.