| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
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Learn about disclosures →Mark is an independent insurance agent with JD Mellberg LLC since 2019, dedicating about 100 hours per month. Mark also owns rental property and is an owner at Blackwater Financial, LLC, selling insurance and annuities for 120 hours per month.