| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.55% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.40% |
| $2.0M - $5.0M | 1.35% |
| $5M+ | 1.32% |
100 West Big Beaver Road, Suite 201, Troy, MI, 48084
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Learn about disclosures →George is an insurance agent since 2009, dedicating about 10-20% of his time to selling various insurance products. He also has several business consulting roles and a business entity for tax purposes.