| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $750K | 1.10% |
| $750K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable based on certain criteria.
11824 Jollyville Rd., Suite 500, Austin, TX, 78759
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Learn about disclosures →Michael is a self-employed insurance agent selling fixed insurance and annuities through ASH Brokerage since 2017, dedicating a few hours per week. He also works as an independent contractor for Magellan Financial, providing insurance marketing and seminar assistance for annuity and insurance production, spending about 10-20% of his time.