| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fee is negotiable.
Destin, FL
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Darlene is a real estate sales associate with Coldwell Banker since 2020, dedicating minimal time. She is also an independent insurance agent since 2012, selling insurance products and spending minimal time on this activity.