| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
4117 Whipple Ave NW, Suite B, Canton, OH, 44718
Get directionsSteven is an investment advisor representative at Financial Management Strategies, Inc., dedicating full-time hours to offering advisory products and asset management. He also sells fixed insurance products, including life, health, disability, annuities, and long-term care, spending a few hours per week on this activity.