| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.45% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for assets over $5,000,000. Schedule reflects Strategic Asset Allocation Strategy. Dynamic Asset Allocation Strategy has different rates.
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Learn about disclosures →Brett is the owner and member of AMJ Financial LLC, managing office operations and accounting functions. He spends a few hours per week on this business, which involves selling insurance products and securities.