| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
15 Halton Green Way, Greenville, SC, 29607
Get directionsRenee works as an insurance agent selling various insurance products since 2009. This activity takes about 10-20% of Renee's time.