| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Linear Schedules may exist with certain legacy clients, but are no longer available to new clients. Clients may elect to pay a flat asset-based fee of up to 2.25% annually.
1266 E Main St., Suite 700R, Stamford, CT, 06902
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 →Kevin is an insurance agent selling various fixed insurance products, including life, accident, health, disability, and long-term care, dedicating a few hours per week. He is also an advisory representative for Vantage Financial Group, Inc., focusing on asset management, which takes about a quarter of his time. Additionally, Kevin is president of the Villa Del Lago condo association, spending minimal time, and owns a rental property.