| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 0.50% |
| $100K - $300K | 0.40% |
| $300K - $500K | 0.30% |
| $500K+ | 0.20% |
Fee schedule may be waived or discounted by agreement between MissionSquare and the Plan Sponsor.
Phoenix, AZ
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Ben is a 25% owner of Boshi Boys, LLC, a distributor for Shaklee products, and a 50% owner of Amant Made, LLC, a rental property business. Ben spends no time on either of these businesses.