| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be reduced for combined household accounts.
10371 N. Oracle Rd., Suite 102, Oro Valley, AZ, 85737
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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 →Breckin is a sales manager at Forward Strategies Insurance Brokerage since September 2022, focusing on recruiting and developing insurance agents. This activity takes nearly full-time hours.