| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $250K | 2.50% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Discounts may be offered to family members and friends of associated persons.
2655 Le Jeune Road, Suite 916, Coral Gables, FL, 33134
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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 →Arturo is a general agent for Diversified Underwriters Services Inc., selling life insurance, annuities, and long-term care products. This activity requires a few hours per week.