| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.92% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.48% |
Fees may be negotiated. There is a minimum fee of $2,000 per year, which may exceed 1.65% but will never exceed 3.00%.
15 Halton Green Way, Greenville, SC, 29607
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Learn about disclosures →Jonathan works as an insurance agent selling various insurance products since 2009. This activity takes about 10-20% of his time.