| Assets Under Management | Annual Fee |
|---|---|
| Up to $25.0M | 0.15% |
| $25.0M - $50.0M | 0.10% |
| $50M+ | 0.05% |
Fees may be higher based on complexity. Plans over $50 million are typically quoted at a fixed annual fee. Fee is blended as assets increase. Negotiable over $50 million.
300 Primera Blvd., Suite 200, Lake Mary, FL, 32746
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Andrew may offer insurance products through the firm or its affiliates as part of his job responsibilities. This activity is investment-related.