| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees above $20,000,000 are negotiated.
477 Viking Drive, Suite 305, Virginia Beach, VA, 23452
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Learn about disclosures →Alana works as an agent at Financial Security Group, Inc. selling life and health insurance and providing financial advisory services, taking nearly full-time hours. Alana also owns a photography business and garden planter art business, dedicating about 10-20% of her time to photography and currently no time to the garden planter art business.