| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.80% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are generally negotiable.
6480 Rockside Woods Blvd. S, Suite 130, Independence, OH, 44131
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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 →Christopher is the 100% owner of United Brokerage Group, Ltd., a fixed insurance product marketing company, since 2004. He dedicates about 10-20% of his time to this activity, including time during trading hours.