| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees are negotiable.
14300 North Northsight Blvd, Suite 120, Scottsdale, AZ, 85260
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Learn about disclosures →Mark is an owner and CPA at Mercer, Flanagan & Company, P.C., managing the CPA firm's daily operations, which takes nearly full-time. He also works as an insurance agent at LifetyMe Financial Group, LLC, spending a few hours per week on insurance sales and services.