| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.50% |
The annual fee is negotiable.
Leesburg, FL
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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 →Haley is a seamstress for Final Embrace LLC, a wholesale funeral products company, and a property manager for Coldwell Banker Vanguard Edge Realty. She also works as an independent insurance agent, dedicating minimal time to the funeral business, about a quarter of her time to property management, and minimal time to insurance sales.