| 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.
124 W. Wisconsin Ave, Neenah, WI, 54956
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Learn about disclosures →Christine is the President and Treasurer of SRS Holdings, and 100% owner. She also sells life insurance and long-term care products, dedicating minimal time to this activity. Christine is also involved in creative writing for a TV sitcom and is the elected President of Neenah's Business Improvement District board.