| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
50 W Big Beaver Rd Suite 500, Troy, MI, 48084
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Learn about disclosures →John works as an insurance agent selling life insurance and fixed/indexed annuities, dedicating about a quarter of his time. He also provides investment advisory and financial planning services, taking about two-thirds of his time, and sells health insurance for commission, spending a few hours per week.