| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees negotiable for accounts over $3,000,000.
2246 S. State Route 157, Suite 225, Glen Carbon, IL, 62034
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Learn about disclosures →Mark services fixed insurance business as an agent, dedicating a few hours per week. He also owns MVR Properties and spends minimal time on it, and is a partner at Carsonallaria Wealth Management, spending nearly full-time hours on wealth management and retirement planning.