| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $5K - $1000K | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.60% |
Fees are negotiable.
2141 East Broadway Rd., Suite 220, Tempe, AZ, 85282
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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 →Jeffrey is an Investment Advisor Representative (IAR) with Seros Financial LLC since 2013. He is also a member of Wilcock Financial LLC, which focuses on non-variable insurance.