| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
510 N Jefferson Ave, Covington, LA, 70433-2640
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Learn about disclosures →Kristina is a distributor for Young Living Essential Oils since 2017, dedicating minimal time to this activity. This activity is not investment-related.