| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 0.01% |
| $750K - $1.5M | 0.01% |
| $1.5M - $3.0M | 0.01% |
| $3M+ | 0.01% |
Fees are negotiable within the fee schedule.
8150 Perry Highway Suite 208, Pittsburgh, PA, 15237
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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 →Alan is a financial consultant at West Financial Group Inc. and solicits insurance business, including life, disability, long-term care, and health insurance, dedicating about a quarter of his time to this. He also spends about a quarter of his time servicing clients of Brookstone Capital Management and is dually registered as a Registered Investment Advisor with Milestone Asset Management.