| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiated based on several factors.
5635 N. Scottsdale Road, Suite 170, Scottsdale, AZ, 85250
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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 →William is self-employed as an insurance producer since 2019, determining appropriate life insurance and annuity products and processing applications. This takes about a quarter of his time.