| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
1 Wall St, Carlinville, IL, 62626
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Learn about disclosures →John is a licensed insurance agent selling life, health, critical illness, disability, and long-term care insurance since March 2018. He also co-owns real estate, dedicating minimal time to this business.