| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management)
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
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Learn about disclosures →Jeff rents out a condo in Park City, UT, and works as a real estate agent with Windermere Real Estate. He is also licensed to sell insurance and works as an advisor for Torii Asset Management, spending nearly all of his time creating, monitoring, and adjusting investment accounts.