| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees above $20,000,000 are negotiated.
800 Diligence Dr., Suite 100, Newport News, VA, 23606
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Learn about disclosures →Charles is the Vice President of Financial Security Group, Inc., offering life and health insurance sales and financial advisory services since 1997. This takes nearly full-time hours, including during trading hours.