Wayne Fernow

American Family Legacy Group offers investment management services where fees are based on a percentage of your portfolio. Fees are negotiable and can vary depending on factors such as the representative assigned, the amount invested, and the complexity of the engagement.

For wrap fee accounts, the annual fees are:

• $0-$500,000: 2.50%
• $500,000-$999,999: 1.95%
• $1,000,000-$1,999,999: 1.75%
• $2,000,000-$2,999,999: 1.65%
• $3,000,000 and over: 1.50%

For non-wrap fee accounts, the annual fee ranges from 0.50% to 1.50%.