| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.5M | 1.10% |
| $1.5M - $3.5M | 1.00% |
| $3.5M - $8.5M | 0.90% |
| $8.5M - $20.5M | 0.80% |
| $20.5M - $45.0M | 0.70% |
| $45M+ | 0.70% |
The fees listed above are for managed funds & stocks. Individual bonds have a different fee schedule. Fees are negotiable above $45,000,000.
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Learn about disclosures →Shane is a licensed insurance agent selling life and long-term care insurance policies, dedicating a few hours per week to this activity. This activity involves selling and servicing existing policies for clients and is investment-related.