| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees may be negotiable in special circumstances. Certain clients may be charged on a different fee schedule under legacy contracts.
204 Spring Street, Marion, MA, 02738
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Learn about disclosures →Craig is an insurance agent for KLR Insurance Advisors, selling fixed life, annuity, and long-term care insurance since January 2024. He dedicates minimal time outside of trading hours and a few hours per week during trading hours to this activity.