| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable under certain conditions.
4635 Van Dyke Road, Lutz, FL, 33558
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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 →Joseph is an owner and operator of DiPaolo Financial Group, an insurance agency, spending about half his time explaining annuities and life insurance to prospects and serving clients. He is also the CEO of Advisors Choice Lending, Inc, a mortgage lender, dedicating nearly full-time hours outside of trading hours to managing the business.