| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.80% |
| $250K - $1000K | 1.75% |
| $1M+ | 1.65% |
Fees are generally negotiable.
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Learn about disclosures →Charles is the Chief Distribution Officer at Brokers Alliance, Inc., an insurance marketing firm, dedicating nearly full-time hours. He is also the Chief Compliance Officer at Acrylic Financial, Inc., a registered investment advisor, and a licensed insurance agent selling life insurance and annuity products, spending about a quarter of his time on each.