| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule.
1515 Buenos Aires Blvd, Lady Lake, FL, 32159
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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 →Briley is the Vice President/Insurance Agent at Advanced Financial Strategies, Inc., spending full-time hours there, and an Independent Licensed Insurance Agent focusing on Life & Medicare, dedicating a few hours per week. Briley is also the Founder of Baca Wealth Management LLC for income tax purposes only and the Treasurer for Weatherford Rotary Club, spending minimal time on it.