| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $5K - $1000K | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.60% |
Fees are negotiable.
2141 East Broadway Rd., Suite 220, Tempe, AZ, 85282
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Learn about disclosures →Ashlee is an independent insurance agent selling non-variable insurance since 2021. She also works for Seros Financial as a receptionist and client servicing associate.