| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for assets over $5,000,000. Schedule reflects Strategic Asset Allocation Strategy. Dynamic Asset Allocation Strategy has different rates.
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Learn about disclosures →John is self-employed under the DBA "AMJ Financial LLC," selling fixed annuities and earning commissions. He also took early retirement from Crown Life to manage their book of business and sell fixed annuities, and is an agent for North American Company for Life & Health Insurance, dedicating minimal time to this role.