| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.70% |
| $5.0M - $10.0M | 1.40% |
| $10.0M - $20.0M | 1.10% |
| $20M+ | 0.80% |
Fees may be negotiable.
Chicago, IL
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Learn about disclosures →Julie is an insurance producer and owner at National Private Client Group, Inc. since 2002, dedicating full-time hours to promoting the insurance business. She also owns FinancialVA.com and provides agent assistance, and coaches advisors and small business owners, dedicating minimal time and a few hours per week, respectively.