| 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
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Learn about disclosures →David is a tax accountant and consultant since 1991, dedicating minimal time outside of tax season. He is also an insurance agent since 1992, selling long-term care, life, and health insurance, as well as fixed/indexed annuity products, spending a few hours per week on this activity.