| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are generally negotiable.
1910 120th Pl Se, Suite 102, Everett, WA, 98208
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Learn about disclosures →Morgan is a licensed insurance agent and can sell life insurance policies. This activity requires minimal time.