| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
1838 Sir Tyler Drive, Suite 100, Wilmington, NC, 28405
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Learn about disclosures →Daniel is a registered representative with Western & Southern Life in Wilmington, NC. This activity is not investment-related.