| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.50% |
Fees negotiable for accounts over $10,000,001.
Goodyear, AZ
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Learn about disclosures →David is an insurance agent at Forthright Capital Partners, LLC, spending about half his time soliciting life insurance and fixed annuity products. He also works as a mortgage advisor for United American Mortgage CO (about half his time) and co-owns a rental property (minimal time).