| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.33% |
| $250K - $500K | 1.28% |
| $500K - $750K | 1.23% |
| $750K - $1.0M | 1.13% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable above $5,000,000.
1254 University Drive, Suite 300, Edwardsville, IL, 62025
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Learn about disclosures →Daniel is licensed to sell insurance products through Visionary Wealth Advisors, LLC, dedicating full-time hours to this activity. He also works full-time as a registered investment advisor with Visionary Wealth Advisors, LLC.