| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated on a case-by-case basis.
3255 Foothill Ct., #2, Dubuque, IA, 52001
Get directionsCharles sells fixed insurance products through Brokerage Unlimited, dedicating minimal time to this activity. He also owns The Skemp Company, a DBA for tax purposes, spending nearly full-time hours on it.