| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable.
Denver, CO
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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 licensed insurance agent with FEFA Advisors LLC, working as a retirement planner. He dedicates about 10-20% of his time to this activity, with 25 hours per month during trading hours and 5 hours outside trading hours.