| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee schedule can be negotiated on a case-by-case basis.
22775 Dodge Rd., Carlinville, IL, 62626
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Learn about disclosures →Chris owns a farm and is a musician, neither of which are investment-related and require minimal time. He also sells insurance products through Brokerage Unlimited, Baughmann Insurance, and Aflac, dedicating a few hours per week to these activities.