| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
The annual fee is negotiable.
6650 N Northwest Hwy, Suite 1W, Chicago, IL, 60631
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Learn about disclosures →Kaitlin is a licensed insurance agent selling life and health insurance in New York and New Jersey, dedicating minimal time to this activity. She also works full-time as Director of Strategic Partnerships at Alliance Homecare, focusing on home health care sales.