| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.90% |
| $5K - $1000K | 1.85% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.60% |
Fees are negotiable.
2141 East Broadway Rd., Suite 220, Tempe, AZ, 85282
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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 →Jill is a registered investment advisor with Seros Financial since 2011 and an independent insurance agent selling non-variable insurance since 2011. She also owns Opulence Fund LLC, Lala's Bay LLC (real estate), Samsara Rental (real estate), and uses Seros Financial as a DBA for marketing.