| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1M+ | 1.20% |
Fees are negotiable.
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Learn about disclosures →Christopher is a brokerage insurance agent with MassMutual, selling life insurance, annuities, disability insurance (DI), and long-term care insurance (LTC). This takes about a quarter of his time, with an additional 30 hours spent on trading.