| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
Fees are negotiated on an IAR-by-IAR, client-by-client, or account-by-account basis.
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Learn about disclosures →Christopher is an insurance agent at American Senior Benefits, selling insurance and fixed annuities since 2019. This takes about half of his time and he receives commissions.