| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,001.
1720 South Bellaire Street, Suite 1110, Denver, CO, 80222
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Learn about disclosures →Gerard sells traditional (fixed) life insurance, dedicating about half of his time to this activity since 1984. He is also an investment advisor and works part-time in seasonal sales for Vail Corporation.