| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable for accounts over $1,250,000.
922 W Baxter Dr., Ste. 150, South Jordan, UT, 84095
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Learn about disclosures →David is an insurance agent with American National Insurance Company since 1986 and owns Hogan Insurance Services since 2012, dedicating nearly full-time hours to insurance sales. He also owns SDH Properties, LLC as a landlord for rental property, but this takes minimal time.