| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
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Learn about disclosures →Christopher is an insurance agent with First Street Wealth Advisors/John E. Lococo since 2018. He dedicates a few hours per week to this business, outside of securities trading hours.