| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
400 Blankenbaker Parkway, Suite 100, Louisville, KY, 40243
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Learn about disclosures →Michael is the owner, broker, and agent for Vision Wealth Insurance Services, LLC, dedicating about half of his time. He also spends time, but less, with Ohmstede Wealth Management, LLC dba Ohmstede Financial Solutions.