| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.70% |
The annual fee is negotiable. For Clients wishing to engage EDP for option writing or covered calls, a maximum of 1% will be added to above fee schedule.
2257 W Irving Park Rd, Ste 1, Chicago, IL, 60618
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Learn about disclosures →James works as a CPA for a small accounting firm and is also a self-employed insurance agent. His insurance activities are commission-based.