| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.59% |
| $1.0M - $2.0M | 2.45% |
| $2.0M - $5.0M | 2.30% |
| $5M+ | 2.30% |
Asset-based fees are negotiable at INS's discretion.
Bozeman, MT
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Learn about disclosures →Charles owns Charlie Dingman Fine Art, dedicating a few hours per week to painting. He also owns Dingman Wealth Strategies, offering insurance products and investment advisory services full-time, and is a managing director at Redwood Tax Specialist, using annuities and life insurance for cash balance plans.