| 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.
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Learn about disclosures →Cheryl is a licensed insurance agent offering fixed insurance products such as life insurance, annuities, disability insurance, long term care insurance, and Medicare supplements, earning commissions and fixed life trails. She dedicates about a quarter of her time to this activity, and also conducts advisory business under the name Dellelo Wealth Management.