| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable.
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Learn about disclosures →Charles is an insurance agent selling insurance products and services, dedicating about half of his time to this activity. He also owns and manages CLFinancial, LLC, receiving commissions from his insurance sales.