| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.08% |
| $1.0M - $5.0M | 0.93% |
| $5M+ | 0.64% |
Fees may differ based on relationship size, family accounts, acquaintances, or grandfathered fee schedules.
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Learn about disclosures →Michael is a licensed life and annuity insurance agent since 1983, dedicating minimal time to explaining insurance strategies, taking applications, and delivering policies. He also owns a rental house in Paradise Valley, AZ since 2022, spending minimal time on this activity.