| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The client may negotiate the fee schedule with the client’s Advisory Representative.
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Learn about disclosures →Itziar is a self-employed insurance agent operating from home since 2004, selling fixed, health, dental, vision, disability, and long-term care insurance. This activity takes about 10% of Itziar's time.