| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Management Fee is negotiable according to a variety of factors.
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Learn about disclosures →Michael is an insurance broker with Insurance Marketing Center since 2002, dedicating minimal time. He is also a principal at Glass Jacobson Investment Advisors, LLC and Glass Jacobson, RA, spending nearly full-time hours between the two roles providing RIA, financial planning, tax, accounting, divorce advisory, and accounting and tax services.