| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $35.0M | 0.55% |
| $35.0M - $50.0M | 0.45% |
| $50M+ | 0.40% |
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Learn about disclosures →Brendan works as an agent selling non-variable insurance through Provenance Wealth Advisors, dedicating a few hours per week. He also works as an advisor for Provenance Wealth Advisors, LLC, an independent RIA, taking about half of his time to offer financial planning services.