| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
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Learn about disclosures →Adam works as an insurance agent selling life insurance and fixed/indexed annuities, dedicating about a quarter of his time to this activity. He also works as an investment adviser representative and sells health insurance, spending a few hours per week on the latter.