| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.55% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are subject to negotiation.
112 Albany Street, Cazenovia, NY, 13035-0660
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Learn about disclosures →Amy sells fixed annuities, life insurance, and long-term care insurance. This activity requires a few hours per week.