| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $5.0M | 1.05% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.55% |
Fees are negotiable and may be higher or lower than the standard advisory fee but such advisory fees may not exceed 2% annually.
112 S Orange Street, Havana, IL, 62644
Get directionsJason works as a financial advisor at Havana National Bank, dedicating full-time hours to this role. He also engages in various insurance-related activities, including health, farm, and crop insurance sales, and serves as a service agent for United Life Ins Co, dedicating minimal time to each.