| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.35% |
| $10M+ | 0.25% |
All fees are negotiable.
1250 E. Diehl Road, Suite 404, Naperville, IL, 60563
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
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 →John is an agent selling brokerage, life, health, and group life and health insurance products since 1985, dedicating minimal time to this. He also owns a rental apartment since 1991 and is a trustee for the Robert S. Denig Revocable Trust since 1995, each requiring minimal time, and is an IAR for Fiduciary Financial Partners, LLC, which is a full-time commitment. John also works as an agent selling fixed insurance for PKS Financial Services.