| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable depending on circumstances.
607 Pendleton Street, Suite 101-B, Greenville, SC, 29601
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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 →Jennifer is an insurance agent selling life insurance, fixed annuities, and equity indexed annuities, dedicating a few hours per week. She is also involved with Specialized Plan Administrators, Lafayette Advisors LLC, Doc On Call LLC, and Novus Wealth Management, spending about 10-20% of her time on the insurance business at Novus.