| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.55% |
| $4M+ | 0.40% |
Fees are generally negotiable.
3625 Del Amo Blvd, Suite 190, Torrance, CA, 90503
Get directionsGlen engages in general sales of life, health, disability, long-term care insurance, and annuities. He receives standard commissions from the insurance provider for these sales.