| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
2200 John F Kennedy Rd, Suite 103, Dubuque, IA, 52002-2840
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Learn about disclosures →Matthew works as a caseworker for the Iowa Medicaid Program, dedicating about 10-20% of his time. He is also an insurance agent with Weitzel Financial Services, offering insurance products and services, spending a few hours per week on this activity.