| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.80% |
| $2.0M - $5.0M | 1.60% |
| $5.0M - $10.0M | 1.40% |
| $10M+ | 1.40% |
Fees are negotiated for amounts over $10,000,001. Using the previous tier's fee percentage as the starting point for negotiation.
3099 Breckenridge Lane, Ste 109, Louisville, KY, 40220
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Learn about disclosures →Chester is an insurance agent selling fixed insurance products since 2014, dedicating a few hours per week. He is also an employee of L&N Credit Union.