| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3M+ | 0.80% |
Fees negotiable for accounts over $3,000,000.
2246 S. State Route 157, Suite 225, Glen Carbon, IL, 62034
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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 →Joseph is a licensed insurance agent selling insurance products since 2014, dedicating minimal time to this activity. He also has a 50% ownership stake in Carpenter Creek LLC, a real estate investment entity, and is a member of MVR Properties, spending minimal time on each and receiving rental income.