| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
30400 Detroit Road, Suite 201, Westlake, OH, 44145
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Learn about disclosures →Brian is a licensed insurance agent selling various fixed insurance products and dedicates a significant amount of time to his advisory and insurance business through Keystone Financial Group, LLC. He is also involved with BFM Financial Services LLC, the American Financial Education Alliance, and serves on the boards of Grace Fellowship Church and Encompass World Partners.