| 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.
601 Heritage Drive, 138, Jupiter, FL, 33458
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Learn about disclosures →John works as an agent for Financial Security Group, Inc. selling life and health insurance and providing financial advisory services, dedicating nearly full-time hours to this role. He also serves as a speaker and leader for JH Outback, a non-profit faith events organization, spending about 10-20% of his time on this activity.