| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1000K | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Newbury Park, CA
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Learn about disclosures →Brenda is a licensed agent with multiple life, disability, and other insurance companies, offering insurance products and receiving commissions. This activity takes about 10% of her time.