| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.05% |
| $3.0M - $5.0M | 0.95% |
| $5M+ | 0.85% |
Fees are negotiable and may be waived in certain circumstances, as in the case of employee accounts.
2400 E Arizona Biltmore Cir #1100, Phoenix, AZ, 85016
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Learn about disclosures →Steve is involved with Matlock & Associates, selling non-variable insurance products like health and disability, dedicating about half his time. He is also associated with Global Retirement Partners, a registered investment advisor hybrid.