| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.70% |
| $1M+ | 1.50% |
SGI reserves the right to charge clients less than the stated maximum fee.
8775 Birkdale Drive, Sunbury, OH, 43074
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Learn about disclosures →Adam is a producer at J A Knapp Agency, a property and casualty insurance agency, since 2008, dedicating full-time hours to new and renewal business production. He is also the CEO of Clarafi, LLC, a software company for communication and reporting between business owners and their insurance brokers, spending about 10-20% of his time on sales, marketing, enrollment, troubleshooting, and software development.