| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.80% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $6.0M | 1.60% |
| $6.0M - $25.0M | 1.50% |
| $25M+ | 1.20% |
Fees may be negotiated at the sole discretion of the Advisor.
1301 International Parkway, Suite 550, Sunrise, FL, 33323
Get directionsAndrew is an independent insurance producer for various insurance companies since 2019, dedicating minimal time to this activity. He is also a senior financial advisor for a tax and accounting business, but spends no time on it beyond payroll and benefits.