| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
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Learn about disclosures →Niki is an insurance producer since 2020, selling insurance and annuity products, dedicating about a quarter of her time to this activity. She spends minimal time on this during trading hours.