| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
800 W. Long Lake Road, Suite 100, Bloomfield Hills, MI, 48302
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Learn about disclosures →Nicole sells life, accident, and health insurance.