| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees can be negotiated.
805 W. Hwy 50 Ste. B, O'Fallon, IL, 62269
Get directionsJoseph is the President of Financial Resources of America, an insurance agency, since 1986, dedicating nearly full-time hours to overseeing operations and selling insurance. He is also the President of FRA Trust, LLC, an estate planning and trust representative office, since 2015, dedicating a few hours per week to overseeing operations.