| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fee schedule can be negotiated based on circumstances.
801 F Sunset Drive, Suite 1, Johnson City, TN, 37604
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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 →Nicholas is an IAR representative at BCS Financial, LLC, and also involved in insurance sales, dedicating minimal time to each. He refers and sells fixed insurance products and property/casualty insurance, and is involved in fixed insurance sales through PKS Financial Services.