| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.70% |
Fees are generally not negotiable; however, in certain circumstances, the Company may accept other negotiated rates.
5550 Glades Road, Suite 535, Boca Raton, FL, 33431
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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 →Loretta is involved with Scarpetti & Scroggins, LLC since 1997, selling fixed annuities, life insurance, disability insurance, and long-term care insurance. She also sells life insurance through Scarpetti & Scroggins, Inc. since 2007, dedicating full-time attention to these activities.