| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.85% |
Fees negotiable for accounts over $2,000,000.
Phoenix, AZ
Get directionsAlexander is an independent insurance agent selling fixed life insurance and annuities, dedicating about half of his time to this activity since 2017. He also serves as a Major Reservist in the US Army, committing about a quarter of his time since 2002.