| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees negotiable for accounts over $2,000,000.
Phoenix, AZ
Get directionsWilliam is a sole proprietor and insurance agent since 2018. He also serves as President of Belvedere Island POA, Inc., a non-profit property owners association, dedicating a few hours per week to this role.