| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $1.0M | 2.50% |
| $1M+ | 2.00% |
Fees and breakpoints are negotiable.
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Learn about disclosures →Andrew is an insurance agent with B. Riley Wealth Insurance since 2011, dedicating minimal time to selling insurance products. He is also the President of JBT Wealth Management, but spends no time on this activity.