| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $2.0M | 2.25% |
| $2.0M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10M+ | 1.75% |
Fees negotiable for accounts over $10,000,000. Pension Consulting uses the same fee schedule.
1630 E River Rd, Suite 212, Tucson, AZ, 85718
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Learn about disclosures →Jeffrey works full-time as an investment advisor at Nova Financial, LLC. He also operates an independent insurance agency, dedicating minimal time to it.