| 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.
South Lyon, MI
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Learn about disclosures →David is the president of Volante Financial Group, LLC, an entity used for tax purposes and bill paying, dedicating a few hours per week. He also spends minimal time on fixed insurance activities.