| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.95% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable based on several factors including the investment adviser representative providing the services, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.
3084 S 1900 W, Suite A2, Ogden, UT, 84401
Get directionsLee sells fixed life insurance and annuities through Midland National Life and other companies through Lee Miles, LLC. He is also the president of Practice Management, Inc., which provides administrative services to Lee Miles LLC.