| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Investment management fees for the Legacy Individual Stock Strategies are: $500,000 – $5,000,000 .75% of entire balance; Greater than $5,000,000 .60% of entire balance
8111 Timberlodge Trail, Dayton, OH, 45458
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Learn about disclosures →Christine is an agent for Westminster Financial Agencies, Inc. and associated with Westminster Financial Advisory, Inc., providing financial planning and asset management services for fees. She also sells insurance products from Jackson National, Banner Insurance, Prudential, and MetLife, earning commissions.