| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
Fees are negotiable depending on the amount of assets under management, range of investments, and complexity of your financial circumstances.
7889 Red Arrow Highway, Stevensville, MI, 49127
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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 →Nicole is a notary public, spending minimal time on this activity. She also operates True Blue Financial as a DBA for her LPL business and as a registered investment advisor, dedicating nearly full-time hours to these activities. Nicole also works with Ash Brokerage selling non-variable insurance products, spending a few hours per week.